A–Z index

#

+ add on screen

• Set up grooming stations and groomer shifts › Add hours, a break or time off

+ add groom on screen

• Book a boarding stay › See who's booked

+ add update on screen

• Book a boarding stay › See who's booked
• Send a stay report card › Write today's card

+ Create a new household group for this guest owner on screen

• Book a boarding stay › Booking siblings together

-- Not a formulary drug / use free text below -- on screen

• Keep the problem list and allergies up to date › Record an allergy

1 · Tag (optional) on screen

• Run a preg check at the chute › Record each animal

1. Link to an existing person on file (optional) on screen

• Manage grooming clients › Add a client

2 of your horses on screen

• Look back at farm calls › Reading a visit

2. Client details on screen

• Manage grooming clients › Add a client

2fa see

• Change your password and two-factor sign-in

3 · Which 21-day cycle on screen

• Run a preg check at the chute › Record each animal

4 · Body condition (BIF 1–9) on screen

• Run a preg check at the chute › Record each animal

21 CFR 558.6 see

• Write a veterinary feed directive

21-day cycle see

• Run a preg check at the chute

24/7 emergency-intake department? on screen

• Set up departments › Add a department

31–60 days on screen

• Run financial reports › Unpaid invoices by age

60% share on screen

• Pay a bill and manage saved cards › Reading a bill

61–90 days on screen

• Run financial reports › Unpaid invoices by age

840 Eartag on screen

• Track an individual animal › Create or edit the livestock profile

840 tag see

• Track an individual animal

← All treatments on screen

• Look up treatments and medicines used › See your treatment records

← Back to your pets on screen

• See your pets › Open a pet's health profile

← Show all authorizations on screen

• Record a treatment authorization › Find an authorization

↑ Up on screen

• Publish pet care articles › Publish, unpublish and reorder

↓ Down on screen

• Publish pet care articles › Publish, unpublish and reorder

— Ad-hoc / unscheduled — on screen

• Log daily care during a stay › Log a care event

— All lots — on screen

• Read the antibiotic use report › Run the report

— All types — on screen

• Place and release holds › The worklist

— Any species — on screen

• Set up chart templates › Add a template
• Set boarding rates, policies and add-ons › Add a rate

— Any status — on screen

• Book and run grooming appointments › Read the day board

— Any unit type — on screen

• Set boarding rates, policies and add-ons › Add a rate

— Default (visit's veterinarian) — on screen

• Create an invoice and take payment › Add line items

— Every rate — on screen

• Set boarding rates, policies and add-ons › Change prices during a peak period

— Free-text line (no catalog item) — on screen

• Create an invoice and take payment › Add line items

— None (standalone exam) — on screen

• Record a dental chart › Record a chart

— None / use free-text below — on screen

• Schedule a farm call › Create a farm call

— None yet — on screen

• Log behavior and assess an animal › Write a summary assessment

— None — on screen

• Work a referral case › Link the guardian

— Not assessed — on screen

• Record a trauma or neurologic score › Record a score

— Not examined — on screen

• Record a dental chart › Record a chart

— Not recorded — on screen

• Record bottle-baby care › Record a care entry

— Not triaged — on screen

• Admit a patient › Fill in the admission

— Not yet checked — on screen

• Record an intake › Record a stray's microchip and owner check

— Not yet classified — on screen

• Record a death in hospital › Fill in the record

— Unassigned (assign on the board) — on screen

• Book and run grooming appointments › Book a groom

— Unassigned (external vet) — on screen

• Log daily care during a stay › When a boarded pet needs medical care

— Unassigned — on screen

• Manage callback tasks › Add a task
• Book an appointment › Book a new appointment
• Review online appointment requests › Approve and book a request

— Whole operation — on screen

• Record a treatment authorization › Record an authorization

…or choose a CSV file on screen

• Run a preg check at the chute › Pre-load a herd roster

…or external source on screen

• Manage the blood bank › Record a unit

…or surcharge (%) on screen

• Set boarding rates, policies and add-ons › Change prices during a peak period

A

abandoned pet see

• Handle an overstay or abandoned pet

Abandoned to shelter on screen

• Handle an overstay or abandoned pet › The worklist
• Handle an overstay or abandoned pet › Transfer to your shelter

Abandoned To Shelter (transfer to this deployment's shelter intake) on screen

• Handle an overstay or abandoned pet › Resolve it

abandonment see

• Handle an overstay or abandoned pet

Aborted on screen

• Keep an anesthesia record › Update the plan and key times
• Record a transfusion › Chart a transfusion

About … on screen

• Look after a foster animal › Open an animal's record

A catalog item with that name already exists. on screen

• Set up services and prices › If saving doesn't work

A cat condo on screen

• Book a stay or a groom › Add a stay

accent color see

• Your account and settings
• Your account and settings › Appearance
• Change your practice's settings
• Change your practice's settings › Add your logo and colour

Accent colour on screen

• Send a stay report card › Set up report card templates

accept a request see

• Manage surrender requests

Accept donations through this page on screen

• Put adoptable animals and donations on your website › Turn on donations

Accepting payments on screen

• Connect card payments › Check the connection

accept referral see

• Work a referral case

Accept → intake on screen

• Manage surrender requests › Accept a request

Access ends on screen

• Add and manage staff › Give temporary access

Accession on screen

• Record a Coggins test › Open a horse's Coggins tests

accession number see

• Record a Coggins test
• Record a Coggins test › Record a test

access log see

• Review the audit log

Access starts on screen

• Add and manage staff › Give temporary access

access window see

• Add and manage staff
• Add and manage staff › Give temporary access

Accident Illness on screen

• Track pet insurance claims › Add a policy

Account on screen

• Give adopters and fosters portal access › Invite someone to the portal

Account access on screen

• Add and manage staff › When someone leaves

account settings see

• Change your password and two-factor sign-in
• Change your password and two-factor sign-in › Sign out

accounts receivable see

• Run financial reports

Account statement on screen

• Print an account statement › Make a statement
• Work with an owner's record › At the top

Accounts with credit on screen

• Sell and track prepaid credit › Look up a client's credit

Acknowledge receipt on screen

• Give referring vets portal access › What the referring vet sees

ACO see

• Record an intake

ACO field-intake provenance (optional — fill for an officer field pickup) on screen

• Record an intake › The optional sections

A complication occurred during this anesthetic on screen

• Keep an anesthesia record › Update the plan and key times

A credit balance (money) on screen

• Sell and track prepaid credit › Add a package

Actions on screen

• Manage a booked appointment › Move an appointment along
• Manage a booked appointment › Who can make changes
• Book and run grooming appointments › Run the appointment
• Book and run grooming appointments › Cancel, reschedule or mark a no-show
• Book and run grooming appointments › Your own schedule
• Check a guest in and out › Check in
• Record a death in care › Start the record

Activate on screen

• Send client reminders › Cadence rules

activate account see

• Set up your portal account

Active on screen

• Find or add a patient › Find a patient
• Set up the controlled drug list › Change or retire a drug
• Keep the problem list and allergies up to date › Add a problem
• Use the patient record › What's on the record
• Find or add an owner › Find an owner
• Work with an owner's record › At the top
• Work with an owner's record › Portal access
• Work with an owner's record › Linked pets
• Manage the blood bank › Enroll a donor
• Manage referring practices and vets › Edit a practice
• Manage referring practices and vets › Edit a veterinarian
• Manage boarding owners and their pets › Find an owner
• Manage stables › The stables list
• Put a horse on a quarantine hold › Release a hold
• Work with a horse's record › Open a horse's record
• Build and apply herd-health protocols › Create a protocol template
• Build and apply herd-health protocols › See the due dates
• Place and release holds › The worklist
• Place and release holds › Place a hold
• Run your foster program › Add a caregiver
• Give adopters and fosters portal access › Invite someone to the portal
• Wellness plans › See your plans

Active (appears in the farm-call and current-stable pickers) on screen

• Manage stables › Add a stable
• Manage stables › Stop using a stable

Active / Cap on screen

• Run your foster program › The caregiver roster

Active client on screen

• Work with an owner's record › Edit the owner's details

Active foster placement on screen

• Record bottle-baby care › Open the flowsheet

active ingredient see

• Look up treatments and medicines used
• Look up treatments and medicines used › See the medicines used

Active ingredient (mg) on screen

• Record a group treatment › Record a treatment

Active inpatient census on screen

• Use the ward board › Read the board

Active placements on screen

• Run your foster program › Bring an animal back from foster
• Use the animal journal with a foster caregiver › Open an animal's journal

Active problems on screen

• Keep the problem list and allergies up to date › Resolve a problem

Active quarantine holds on screen

• Put a horse on a quarantine hold › Start a hold

Active — appears in the ledger / count pickers on screen

• Set up the controlled drug list › Change or retire a drug

Activity on screen

• Add and manage staff › Add a staff member
• See what a staff member has done › Open someone's activity

Acute — during, or within 24 hours on screen

• Record a transfusion › Record a reaction

A date & time that would work on screen

• Request a hospital appointment › Send a request

Add-on groom revenue on screen

• See boarding and grooming revenue together › What's on it

add-ons see

• Book a stay or a groom

add-on services see

• Set boarding rates, policies and add-ons

Add a benefit to on screen

• Set up wellness plans › Add benefits to a plan

Add a cadence rule on screen

• Send client reminders › Cadence rules

Add a card on screen

• Pay a hospital bill and manage saved cards › Manage saved cards
• Manage your saved cards › Add a card
• Pay an adoption fee › Saved cards
• Pay a bill and manage saved cards › Manage your saved cards

Add a caregiver on screen

• Run your foster program › Add a caregiver

Add a care instruction on screen

• Log daily care during a stay › Add to the standing care plan

Add a catalog item on screen

• Set up services and prices › Add a service or product

Add a category on screen

• Set up services and prices › Add a category

Add a credential on screen

• Track staff controlled-drug credentials › Add a credential

Add add-on on screen

• Set boarding rates, policies and add-ons › Add an add-on

Add addendum on screen

• Write a SOAP chart › Add an addendum

Add a department on screen

• Set up departments › Add a department

Add a document to the checklist on screen

• Track pet insurance claims › Track the documents a claim needs
• Track horse insurance policies and claims › Track the claim's documents

Add adopter on screen

• Add and find adopters › Add an adopter

Add a facility on screen

• Set up locations and rooms › Add a site

Add a farm client on screen

• Set up farm clients, operations and premises › Add a farm client

Add a groom on screen

• Book a stay or a groom › Add a groom

Add a guardian on screen

• Manage owners › Add a guardian

Add a housing unit on screen

• Set up locations and rooms › Add a kennel, cage or run

Add a line item on screen

• Build a treatment-plan estimate › Add line items
• Bill a hospital stay › Add a charge
• Bill a grooming appointment › Add line items
• Create an invoice and record payment › Add line items
• Invoice for shelter services › Add charges

Add a line item by hand on screen

• Bill a boarding stay › Add the charges

add a module see

• Add or remove modules

Add an add-on on screen

• Set boarding rates, policies and add-ons › Add an add-on

Add an addendum on screen

• Write a SOAP chart › Add an addendum

Add an adopter on screen

• Add and find adopters › Add an adopter

add an animal see

• Find or add a patient

Add an appointment type on screen

• Set up appointment types and working hours › Appointment types

Add and find adopters

• Add and find adopters

Add and manage staff

• Add and manage staff

Add an embryo to this flush on screen

• Record an embryo transfer › Add an embryo later

Add an event on screen

• Keep an anesthesia record › Add an event

Add a new client on screen

• Find or add an owner › Add a new owner

Add a new guest owner on screen

• Manage boarding owners and their pets › Add an owner

Add a new patient on screen

• Find or add a patient › Add a new patient

Add an operation on screen

• Set up farm clients, operations and premises › Add an operation

Add an override on screen

• Set boarding rates, policies and add-ons › Change prices during a peak period

Add an owner on screen

• Find or add a horse owner › Add an owner

Add an ownership group on screen

• Set up an ownership group › Add an ownership group

Add an ownership share on screen

• Work with a horse's record › Ownership shares

Add anything else? (optional) on screen

• Book a stay or a groom › Add a groom

Add a package on screen

• Sell and track prepaid credit › Add a package

Add a peak period on screen

• Set boarding rates, policies and add-ons › Add a peak period

Add a plan on screen

• Set up wellness plans › Add a plan

Add a policy on screen

• Track pet insurance claims › Add a policy
• Track horse insurance policies and claims › Add a policy

Add appointment type on screen

• Set up appointment types and working hours › Appointment types

Add a premises on screen

• Set up farm clients, operations and premises › Add a premises

Add a problem on screen

• Keep the problem list and allergies up to date › Add a problem

Add a question on screen

• Send a stay report card › Add questions

Add a rate on screen

• Set boarding rates, policies and add-ons › Add a rate

Add a referring practice on screen

• Manage referring practices and vets › Add a referring practice

Add a referring veterinarian on screen

• Manage referring practices and vets › Add a referring veterinarian

Add a registration on screen

• Work with a horse's record › Registrations

Add a requirement on screen

• Set vaccine requirements for boarding › Add a requirement
• Set the grooming vaccine policy › Add a requirement

Add a resource on screen

• Set up appointment types and working hours › Rooms and equipment

Add a rule on screen

• Set online booking rules › Add a rule

Add a scheduled item on screen

• Build and apply herd-health protocols › Add the scheduled items

Add a service on screen

• Set up grooming services and packages › Add a service
• Set up grooming services and packages › Build a package

Add a stable on screen

• Manage stables › Add a stable

Add a staff account on screen

• Add and manage staff › Add a staff member

Add a station on screen

• Set up grooming stations and groomer shifts › Add a station

Add a stay on screen

• Book a stay or a groom › Add a stay

Add a stocked controlled substance on screen

• Set up the controlled drug list › Add a stocked drug

Add a tag on screen

• Work with an owner's record › Tags

Add a template on screen

• Set up chart templates › Add a template
• Send a stay report card › Set up report card templates

Add a test / category to this exam on screen

• Record a pre-purchase exam › Record each test

Add a tip for the team (optional) on screen

• Pay a boarding or grooming bill › Pay a bill

add a user see

• Add and manage staff

Add a working-hours band on screen

• Set up appointment types and working hours › Provider working hours

Add band on screen

• Set up appointment types and working hours › Provider working hours
• Set up grooming services and packages › Price by breed or size

Add benefit on screen

• Set up wellness plans › Add benefits to a plan

add boarding see

• Add or remove modules

Add capability on screen

• Set up grooming stations and groomer shifts › Groomer capabilities

Add caregiver on screen

• Run your foster program › Add a caregiver

Add catalog item on screen

• Set up services and prices › Add a service or product

Add category on screen

• Set up services and prices › Add a category

add client see

• Find or add an owner

Add credential on screen

• Track staff controlled-drug credentials › Add a credential

Add department on screen

• Set up departments › Add a department

Add document on screen

• Track pet insurance claims › Track the documents a claim needs
• Track horse insurance policies and claims › Track the claim's documents

Added to the record on screen

• Send a vaccination record › What's on the page

Addenda on screen

• Write a SOAP chart › Add an addendum
• Record a death in hospital › Correct a finalized record
• Record a death in care › Correct a finalized record

addendum see

• Write a SOAP chart
• Record a death in hospital
• Record a death in hospital › Correct a finalized record
• Record a death in care
• Record a death in care › Correct a finalized record

Add event on screen

• Keep an anesthesia record › Add an event

Add facility on screen

• Set up locations and rooms › Add a site

add family member see

• Share your account with your household

Add grooming to this stay on screen

• Book and run grooming appointments › Book a groom
• Check a guest in and out › Grooming during a stay

Add guardian on screen

• Manage owners › Add a guardian

Add handling need on screen

• Manage grooming clients › Handling needs and price exceptions

Add hours, a break, or time off on screen

• Set up grooming stations and groomer shifts › Add hours, a break or time off

Add housing unit on screen

• Set up locations and rooms › Add a kennel, cage or run

Add instruction on screen

• Log daily care during a stay › Add to the standing care plan

Add item on screen

• Build and apply herd-health protocols › Add the scheduled items

Additional notes on screen

• Record a death in care › Start the record

Add line item on screen

• Create an estimate › Add line items
• Create an invoice and take payment › Add line items
• Build a treatment-plan estimate › Add line items
• Bill a hospital stay › Add a charge
• Bill a boarding stay › Add the charges
• Bill a grooming appointment › Add line items
• Create an invoice and record payment › Add line items
• Bill a farm client › Add a line item
• Invoice for shelter services › Add charges

Add note on screen

• Record a privacy or security incident › Follow an incident through

Addon on screen

• Bill a grooming appointment › Add line items

Add one animal on screen

• Run a preg check at the chute › Pre-load a herd roster

Add or remove modules

• Add or remove modules

Add override on screen

• Set boarding rates, policies and add-ons › Change prices during a peak period

Add package on screen

• Sell and track prepaid credit › Add a package

Add peak period on screen

• Set boarding rates, policies and add-ons › Add a peak period

Add plan on screen

• Set up wellness plans › Add a plan

Add policy on screen

• Track pet insurance claims › Add a policy
• Track horse insurance policies and claims › Add a policy

Add question on screen

• Send a stay report card › Add questions

Add rate on screen

• Set boarding rates, policies and add-ons › Add a rate

Add registration on screen

• Work with a horse's record › Registrations

Add requirement on screen

• Set vaccine requirements for boarding › Add a requirement
• Set the grooming vaccine policy › Add a requirement

Add resource on screen

• Set up appointment types and working hours › Rooms and equipment

Address see

• Change your practice's settings › Update your practice details
• Review contact-change requests › Find a request
• Update your details and contact preferences
• Update your details and contact preferences › Update your contact details
• Request a farm call › Send a request
• Update your contact details › Change your details

address change request see

• Review contact-change requests

Address contains on screen

• Find or add an owner › Find an owner
• Manage owners › Find a guardian
• Manage boarding owners and their pets › Find an owner
• Manage grooming clients › Find a client
• Find or add a horse owner › Search for an owner

Address line 1 on screen

• Review contact-change requests › Apply an address change

Address line 2 on screen

• Review contact-change requests › Apply an address change
• Update your details and contact preferences › Update your contact details
• Update your contact details › Change your details

Add row on screen

• Set up grooming stations and groomer shifts › Add hours, a break or time off

Add rule on screen

• Send client reminders › Cadence rules
• Set online booking rules › Add a rule

Add service on screen

• Set up grooming services and packages › Add a service

Add share on screen

• Work with a horse's record › Ownership shares

Add someone on screen

• Share your account with your household › Add someone

Add station on screen

• Set up grooming stations and groomer shifts › Add a station

Adds to balance on screen

• Print an account statement › What's on it

Add stocked item on screen

• Set up the controlled drug list › Add a stocked drug

Add tag on screen

• Work with an owner's record › Tags

Add template on screen

• Send a stay report card › Set up report card templates

Add test item on screen

• Record a pre-purchase exam › Record each test

Add this on screen

• Get ready for a stay › 4. Feeding & routine

Add this charge on screen

• Bill a boarding stay › Add the charges

Add this groom on screen

• Book a stay or a groom › Add a groom

Add this stay on screen

• Book a stay or a groom › Add a stay

Add today's weight see

• Look after a foster animal

Add to invoice on screen

• Record a breeding soundness exam › Bill the exam

Add to package on screen

• Set up grooming services and packages › Build a package

Add to problem list on screen

• Keep the problem list and allergies up to date › Add a problem

Add to roster on screen

• Run a preg check at the chute › Pre-load a herd roster

Add to the list on screen

• Get ready for a stay › 3. What you're bringing

Add to the waitlist on screen

• Manage rooms, kennels and cleaning › Assign a unit to a stay
• Use the boarding waitlist

Adjustment on screen

• Log a controlled drug event › Record an event

Admin on screen

• Welcome to Vivetra › What's in Vivetra
• Finding your way around › The menu
• Add and manage staff › Add a staff member
• Set up locations and rooms › Add a site
• Change your practice's settings › Update your practice details
• Set up the client portal › Open a portal
• Connect card payments › Connect Stripe
• Use emergency access › Turn on emergency access
• Check state rules and compliance › Check your practice's rules
• Review the audit log › See permission changes
• Export your practice's data › Download the export
• See what a staff member has done › Open someone's activity
• Track staff controlled-drug credentials
• Manage rooms, kennels and cleaning

Administered on screen

• Log a controlled drug event › Record an event

Administered / prescribed date on screen

• Write a prescription › Record a prescription

Administered by on screen

• Record vaccinations and weights › Record a vaccination
• Record a transfusion › Chart a transfusion

Administered date on screen

• Record a group treatment › Record a treatment

Administered on on screen

• Record vaccinations and weights › Record a vaccination

Administering veterinarian on screen

• Record a group treatment › Record a treatment

admission see

• Admit a patient

admission request see

• Manage surrender requests

Admission request logged. on screen

• Manage surrender requests › Log a request

Admit against an existing visit on screen

• Admit a patient › Fill in the admission
• Admit a patient › After admitting

admit an animal see

• Record an intake

Admit a patient

• Use the ward board › Admit someone new
• Admit a patient
• Admit a patient › Find the patient

Admit despite a missing/expired required vaccine (override) on screen

• Check a guest in and out › Check the vaccines at drop-off

Admit patient on screen

• Admit a patient › Fill in the admission

Admitted see

• Use the ward board › Read the board
• Follow your pet's hospital stay
• Follow your pet's hospital stay › See how your pet is doing

Admitted. on screen

• Admit a patient › After admitting

Admitted at on screen

• Log daily care during a stay › When a boarded pet needs medical care

Admitted at (practice local) on screen

• Admit a patient › Fill in the admission

admitted despite gap (override) on screen

• Check a guest in and out › Check the vaccines at drop-off

adopt see

• Process an adoption

Adopt-a-Pet see

• Publish adoptable listings

adoptable see

• Publish adoptable listings

adoptable animals page see

• Put adoptable animals and donations on your website

adopted from us see

• Your animals in the shelter portal
• Your animals in the shelter portal › What's on the page

adopter see

• Add and find adopters
• Process an adoption › Create an application

Adopter (optional — the common adoption-fee case) on screen

• Invoice for shelter services › Create a draft invoice

adopter list see

• Add and find adopters

adopter login see

• Give adopters and fosters portal access

adopter portal see

• Your animals in the shelter portal

adopter roster see

• Add and find adopters
• Add and find adopters › Find an adopter
• Give adopters and fosters portal access › Invite someone to the portal

adopter search see

• Add and find adopters

Adoption on screen

• Read the live release report › The headline figures
• Record an outcome › Outcome types

adoption agreement see

• Sign your adoption contract

adoption application see

• Process an adoption
• Apply to adopt or foster

adoption approval see

• Process an adoption

Adoption check-in on screen

• Your animals in the shelter portal › What's on the page
• Answer an adoption check-in
• Answer an adoption check-in › Answer a check-in

adoption fee see

• Process an adoption
• Process an adoption › Create an application
• Publish adoptable listings
• Invoice for shelter services › Add charges
• Pay an adoption fee
• Pay an adoption fee › Pay a fee

Adoption fee ($) on screen

• Publish adoptable listings › Create a listing

adoption fee invoice see

• Invoice for shelter services

adoption listing feed see

• Publish adoptable listings
• Publish adoptable listings › The adoption listing feed

Adoption Listings on screen

• Publish adoptable listings
• Publish adoptable listings › Create a listing

Adoption Pending on screen

• Place and release holds › Hold types

adoption profile see

• Publish adoptable listings

Adoptions on screen

• Add and find adopters
• Add and find adopters › Find an adopter
• Give adopters and fosters portal access › Invite someone to the portal
• Process an adoption
• Process an adoption › Create an application
• Record an outcome

Adult on screen

• Report to Shelter Animals Count › Check a month

Affected record types (free text) on screen

• Record a privacy or security incident › Record a new incident

A finalized estimate is read-only — no further lifecycle changes are available. on screen

• Create an estimate › Send, approve or decline

A finalized invoice is read-only — its balance can no longer be re-attested or its lines changed. on screen

• Create an invoice and take payment › Take payment

after-hours reply see

• Send automatic messages and mass alerts

aftercare see

• Write discharge instructions
• Log daily care during a stay
• Read going-home instructions

after visit summary see

• Look back at past visits

Again on screen

• Fill in your boarding and grooming forms › Fill in a form

Age (d) on screen

• Record bottle-baby care › Read the care series

aged debt see

• Run financial reports

agent see

• Register an authorized agent

agent authorization see

• Sign a form for your horse

Agent contact on screen

• Track pet insurance claims › Add a policy
• Track horse insurance policies and claims › Add a policy

Agents on file on screen

• Register an authorized agent › See a horse's agents

Age Unknown on screen

• Report to Shelter Animals Count › Check a month

Agglutination grade on screen

• Record a transfusion › Record a crossmatch

Aging summary on screen

• Run financial reports › Unpaid invoices by age

Agreements on screen

• Your pets' profiles and contacts › Your pets
• Sign your boarding and grooming agreements › See what you need to sign

Agreements to sign on screen

• Sign your boarding and grooming agreements › See what you need to sign
• Sign your boarding and grooming agreements › Sign an agreement

AI see

• Record a covering and pregnancy checks

AI Cooled on screen

• Record a covering and pregnancy checks › Record a covering

AI date on screen

• Run a preg check at the chute › Fill in the session details

AI Fresh on screen

• Record a covering and pregnancy checks › Record a covering

AI Frozen on screen

• Record a covering and pregnancy checks › Record a covering

Alert at this many no-shows on screen

• Set up appointment types and working hours › No-show policy

alerts see

• Choose how the hospital keeps you updated

All on screen

• Review contact-change requests › Find a request
• Handle refill requests › Find a request
• Review online appointment requests › Open the requests
• Enroll a pet on a wellness plan › Decline or cancel a request
• Handle farm call requests › Review the queue

All adoption applications on screen

• Process an adoption › Find an application

All authorizations on screen

• Record a treatment authorization › Find an authorization

All barns on screen

• Share your horses with a barn manager › Horses you manage

All cases on screen

• Track legal cases › Find a case

All cohorts on screen

• Track litters and cohorts › Add or remove animals

All consents on file on screen

• Record consents and attestations › See everything on file

All contracts on screen

• Set up a herd health contract › Generate this period's invoice

allergic see

• Keep the problem list and allergies up to date

Allergic to a formulary drug on screen

• Keep the problem list and allergies up to date › Record an allergy

Allergies see

• Find or add a patient › Add a new patient
• Keep the problem list and allergies up to date › Record an allergy
• Use the patient record › Open the rest of the chart
• See your pets
• See your pets › Open a pet's health profile
• Your pets' profiles and contacts
• Print your adopted animal's health record
• Print your horses' health record

Allergies & ongoing conditions on screen

• Print your adopted animal's health record › What's on it
• Print your horses' health record › What's in it
• View your pet's health record and vaccine certificate › What's in the record

Allergies (legacy note) on screen

• Keep the problem list and allergies up to date › Record an allergy

allergy warning see

• Write a prescription
• Write treatment orders

ALLERGY WARNING — order NOT created. on screen

• Write treatment orders › Allergy warnings

ALLERGY WARNING — this prescription was NOT recorded. on screen

• Write a prescription › If you see an allergy warning

All estimates on screen

• Create an estimate › Create a draft estimate
• Build a treatment-plan estimate › Find an estimate

All farm calls on screen

• Schedule a farm call › See your farm calls
• Plan a livestock farm call › Open a farm call

All horses on screen

• Look back at farm calls › See your farm call history

All invoices on screen

• Create an invoice and take payment › Create a draft invoice
• Bill a hospital stay › Find an invoice
• Bill a grooming appointment › Find an invoice
• Create an invoice and record payment › Find an invoice
• Bill a farm client › Create an invoice

All of my horses on screen

• Share your horses with a barn manager › Share your horses

allowed websites see

• Put adoptable animals and donations on your website

Allow this veterinarian to submit new referrals through the portal on screen

• Give referring vets portal access › Create a portal link

All pets on screen

• Look back at past visits › See your visits
• See medications and request a refill › See what your pet is prescribed
• Follow your pet's hospital stay › See how your pet is doing
• See stay updates and grooming photos › Stay updates
• See stay updates and grooming photos › Grooming photos

All providers on screen

• Book an appointment › The schedule

All signed. Nothing needed. on screen

• Get ready for a stay › 2. Paperwork

All stables on screen

• Manage stables › The stables list

All updates for on screen

• See stay updates and grooming photos › Stay updates

All waitlist requests for this slot on screen

• Use the appointment waitlist › When an appointment is cancelled

Already a client — open on screen

• Manage grooming clients › Add a client

Already admitted. on screen

• Admit a patient › After admitting

Already paid? Check status see

• Pay a bill
• Pay a bill › If a bill still shows Balance due after you've paid
• Pay a hospital bill and manage saved cards › Pay a bill
• Pay a boarding or grooming bill › If a bill still shows Balance due
• Pay a booking deposit › What the deposit status means
• Pay an adoption fee › Closed the page before it finished?
• Pay a bill and manage saved cards › Pay a bill

Already signed see

• Sign your boarding and grooming agreements › Sign an agreement
• Sign your adoption contract
• Sign your adoption contract › Sign the contract
• Sign a form for your horse › Forms you've already signed

Also email the link to on screen

• Give referring vets portal access › Create a portal link

Also on days you are closed all day on screen

• Send automatic messages and mass alerts › Set an after-hours reply

Also raise a draft invoice for the plan fee on screen

• Enroll a pet on a wellness plan › Approve plan requests from the portal

Also send it when there is signal on screen

• Run a preg check at the chute › Give the producer their report

Also set this lot's status to (optional) on screen

• Manage animal lots › Record a sale, death, merge or depopulation

altercation see

• Record belongings and incidents

A milestone on screen

• Write in a foster animal's journal › Add an update

Amount on screen

• Create an invoice and take payment › Refunds and credits
• Enroll a pet on a wellness plan › Record a payment
• Manage a booked appointment › Record a deposit
• Bill a hospital stay › Refunds and credits
• Bill a boarding stay › Refunds and credits on a paid invoice
• Sell and track prepaid credit › Add or remove credit
• Bill a grooming appointment › Correct a paid invoice
• Check a guest in and out › Record a deposit
• Bill a farm client › Refund a Stripe payment
• Bill a farm client › Record a credit or refund made outside Vivetra
• Invoice for shelter services › Refunds and credits

Amount (ml) on screen

• Record bottle-baby care › Record a care entry

Amount due on screen

• Pay a boarding or grooming bill › Pay from a text message link

AMU see

• Read the antibiotic use report

anaesthesia see

• Keep an anesthesia record

anaphylaxis see

• Keep the problem list and allergies up to date

ancestry see

• Record a horse's pedigree
• Record a horse's pedigree › Open a pedigree

anchor date see

• Build and apply herd-health protocols
• Build and apply herd-health protocols › Apply a protocol

A necropsy was requested on screen

• Record a death in hospital › Fill in the record

anesthesia consent see

• Record consents and attestations
• Record consents and attestations › Take a consent for a visit

Anesthesia consent attestation on screen

• Keep an anesthesia record › Start a new anesthesia record

Anesthesia plan & record on screen

• Keep an anesthesia record › Update the plan and key times

Anesthesia record on screen

• End a hospital stay › Open the stay
• Keep an anesthesia record › Open the anesthesia record

Anesthesia record → on screen

• Keep an anesthesia record › Open the anesthesia record

anesthesia vitals see

• Keep an anesthesia record

Anesthetic events on this stay on screen

• Keep an anesthesia record › Open the anesthesia record

anesthetic sheet see

• Keep an anesthesia record

An estimate is ready for you on screen

• Update your details and contact preferences › Choose which messages you get

anestrus see

• Track a mare's heat cycles
• Track a mare's heat cycles › Set her reproductive status

A new bill is ready on screen

• Update your details and contact preferences › Choose which messages you get

animal's name on screen

• Log behavior and assess an animal › Record an observation

Animal (patient) on screen

• Record an intake › Record a new intake

animal bite see

• Record a bite incident

Animal count on screen

• Manage surrender requests › Log a request

Animal counts on screen

• Report to Shelter Animals Count › Check a month

Animal ID on screen

• Manage animal lots › Pull one animal out of a lot

animal journal see

• Use the animal journal with a foster caregiver
• Write in a foster animal's journal
• Write in a foster animal's journal › Add an update

Animal Lots on screen

• Manage animal lots
• Manage animal lots › The lot roster
• Put a lot under a quarantine hold › Start a hold
• Record a group treatment › Open a lot's ledger

Animal name on screen

• Manage surrender requests › Accept a request

animals & lots on screen

• Set up farm clients, operations and premises › Open an operation
• Print and send a preg-check report › Open a report
• Track an individual animal › Open an animal

animals in custody see

• Check census and length of stay

Animals looking for a home on screen

• Put adoptable animals and donations on your website › Find the addresses
• Put adoptable animals and donations on your website › Turn on the animals page

Animal Trauma Triage see

• Record a trauma or neurologic score

Animal Trauma Triage (ATT) on screen

• Admit a patient › Add a trauma score at admission

announcement see

• Send automatic messages and mass alerts

Announcements see

• Send automatic messages and mass alerts › Send a mass alert
• Choose which messages you get

Annual on screen

• Set up wellness plans › Add a plan

anonymous donation see

• Put adoptable animals and donations on your website

A note from your groomer. on screen

• Save your grooming preferences › Set or update a pet's preferences

Another amount on screen

• Put adoptable animals and donations on your website › What donors see

Another catalog item already uses that code. on screen

• Set up services and prices › If saving doesn't work

Anovulatory on screen

• Track a mare's heat cycles › Record a heat cycle

Answer an adoption check-in

• Answer an adoption check-in

antibiotic stewardship see

• Read the antibiotic use report

Antibiotic Use Report on screen

• Read the antibiotic use report › Run the report

Anticoagulant on screen

• Manage the blood bank › Record a unit

antimicrobial use see

• Read the antibiotic use report

A number of visits (units) on screen

• Sell and track prepaid credit › Add a package

An update on screen

• Write in a foster animal's journal › Add an update

Any date in the week on screen

• Set up grooming stations and groomer shifts › Plan a week of shifts

Anyone on screen

• Check what's available › Check a grooming slot

Anyone in particular? on screen

• Book a stay or groom online › Book a groom
• Check what's available › Check a grooming slot
• Set up a regular booking › Set up a regular booking
• Request a farm call › Send a request

Anyone in particular? (optional) on screen

• Book a stay or a groom › Add a groom

Anyone with an unpaid invoice on screen

• Send automatic messages and mass alerts › Audiences

Any preference on where they stay? on screen

• Book a stay or groom online › Book a boarding stay or daycare

Any species on screen

• Set up grooming services and packages › Add a service

Anything about it we should know? on screen

• Get ready for a stay › 3. What you're bringing

Anything else on screen

• Save your grooming preferences › Set or update a pet's preferences

Anything else? on screen

• Request a farm call › Send a request

Anything else we should know? (optional) on screen

• Request an appointment › Send a request
• Request a hospital appointment › Send a request
• Book a stay or a groom › Send your request

Anything that helps us find you? (optional) on screen

• Check in for a visit › Tell the practice you've arrived

Anything to add on screen

• End a hospital stay › Tell the owner they can collect

Anything we should know? (optional) on screen

• See medications and request a refill › Request a refill
• Wellness plans › Ask to join a plan
• Request a prescription refill from the hospital › Ask for a refill

Anything we should know before we set off? on screen

• Request a farm call › Send a request

Anything we should know for this stay? (optional) on screen

• Book a stay or a groom › Add a stay

Anything worrying you we should know about? (optional) on screen

• Check in for a visit › Fill in the check-in form

Anything you'd like to tell us? (optional) on screen

• Tell us how a visit went › Rate a visit

Anything you'd like us to know? (optional) on screen

• Review and approve an estimate › Decline an estimate

Anything — boarding, daycare and grooming on screen

• Sell and track prepaid credit › Add a package

Any visit (the fallback) on screen

• Send a stay report card › Set up report card templates

A phone call on screen

• Update your details and contact preferences › Update your contact details
• Choose which messages you get › Choose your messages
• Update your contact details › Change your details

A photo of the cut you'd like on screen

• Save your grooming preferences › Set or update a pet's preferences

API key configured on screen

• Report to Shelter Animals Count › Turn on filing

Append addendum on screen

• Record a death in hospital › Correct a finalized record
• Record a death in care › Correct a finalized record

Append an addendum on screen

• Record a death in hospital › Correct a finalized record
• Record a death in care › Correct a finalized record

Appendix — animal detail on screen

• Print and send a preg-check report › What's in it

appetite see

• Check in for a visit

Apple Pay see

• Pay a hospital bill and manage saved cards
• Pay a boarding or grooming bill
• Pay a bill and manage saved cards

Application date on screen

• Process an adoption › Create an application

Applications on screen

• Build and apply herd-health protocols › See the due dates

application status see

• Apply to adopt or foster

Applied on screen

• Review contact-change requests › Find a request
• Manage a booked appointment › Record a deposit
• Check a guest in and out › Record a deposit

Applied Protocols on screen

• Build and apply herd-health protocols › Apply a protocol

Applied to your bill on screen

• Pay a booking deposit › What the deposit status means

Applies to on screen

• Set vaccine requirements for boarding › One policy, shared with grooming
• Set vaccine requirements for boarding › Add a requirement
• Set online booking rules › How a rule works
• Set online booking rules › Add a rule
• Set boarding rates, policies and add-ons › Change prices during a peak period
• Set the grooming vaccine policy › One policy, shared with boarding
• Set the grooming vaccine policy › Add a requirement
• Set the grooming vaccine policy › Change or remove a requirement

Applies to daycare bookings? on screen

• Set boarding rates, policies and add-ons › Set the cancellation policy

apply address see

• Review contact-change requests
• Review contact-change requests › Apply an address change

Apply a protocol on screen

• Build and apply herd-health protocols › Apply a protocol

Apply discount on screen

• Create an invoice and take payment › Apply a discount

Apply email on screen

• Review contact-change requests › Apply an email or phone change

Apply next change on screen

• Add or remove modules › Change your modules

apply online see

• Apply to adopt or foster

Apply override on screen

• Add and manage staff › Change someone's role or permissions

Apply phone on screen

• Review contact-change requests › Apply an email or phone change

Apply protocol on screen

• Build and apply herd-health protocols › Apply a protocol

Apply to adopt or foster

• Apply to adopt or foster

Apply to foster on screen

• Apply to adopt or foster › Send an application

Appointment on screen

• Send client reminders › Cadence rules

Appointment history on screen

• Manage grooming clients › Edit contact details

appointment record see

• Manage a booked appointment

appointment reminder see

• Send client reminders
• Confirm an appointment

Appointment reminders on screen

• Update your details and contact preferences › Choose which messages you get

appointment request see

• Request a hospital appointment
• Request a farm call

Appointment Requests on screen

• Review online appointment requests
• Review online appointment requests › Open the requests

Appointments (as attending vet) on screen

• See what a staff member has done › Open someone's activity

Appointment type on screen

• Use the appointment waitlist › Add someone to the waitlist

Appointment type (optional — sets the default duration) on screen

• Book an appointment › Book a new appointment

appointment types see

• Set up appointment types and working hours
• Set up appointment types and working hours › Appointment types

Appointment Waitlist on screen

• Use the appointment waitlist › Open the waitlist

Approve on screen

• Build a treatment-plan estimate › Send, approve or decline

Approve & book on screen

• Review online appointment requests › Approve and book a request
• Review online appointment requests › If the vet is already booked

Approve & create the term on screen

• Enroll a pet on a wellness plan › Approve plan requests from the portal

Approve & record the fill on screen

• Handle refill requests › Approve a refill

Approve & schedule on screen

• Review online appointment requests › Approve and book a request

Approve & sign on screen

• Review and approve an estimate › Approve an estimate
• Review and approve an estimate › When there's no Approve button
• Review and approve a hospital estimate › Approve and sign online

approve a request see

• Review online appointment requests

Approved on screen

• Handle refill requests › Find a request
• Review online appointment requests › Open the requests
• Review online appointment requests › Approve and book a request
• Create an estimate › Send, approve or decline
• Enroll a pet on a wellness plan › Decline or cancel a request
• Process an adoption › Finalize the adoption
• See medications and request a refill › Check on a request
• Review and approve a hospital estimate › Find your estimates
• Request a prescription refill from the hospital › Follow up on a request
• Apply to adopt or foster › Check where an application stands

Approved. on screen

• Review and approve an estimate › Approve an estimate

approve refill see

• Handle refill requests

Approve this estimate on screen

• Review and approve an estimate › Approve an estimate

Approx. age on screen

• Manage surrender requests › Log a request

Approximate head count (arrival baseline) on screen

• Manage animal lots › Create a lot

appt see

• Book an appointment
• Request a hospital appointment

A question on screen

• Write in a foster animal's journal › Add an update

AR aging see

• Run financial reports

AR Aging Report on screen

• Run financial reports › Unpaid invoices by age

A refill request has been answered on screen

• Update your details and contact preferences › Choose which messages you get

A release requires a reason / authorization note — releasing a hold makes a held animal available. on screen

• Place and release holds › Messages you might see

arrival see

• Check a guest in and out

arrival note see

• Check in for a visit

arrived see

• Check in for a visit
• View and print your herd records › What each operation shows

Arrived at on screen

• Record semen collections › Confirm a shipment arrived

Article on screen

• Publish pet care articles › Write an article

articles see

• Read the pet care library

A rule for that type and offset already exists. on screen

• Send client reminders › Cadence rules

A run on screen

• Book a stay or a groom › Add a stay

ASA see

• Keep an anesthesia record

ASA physical status see

• Keep an anesthesia record
• Keep an anesthesia record › Start a new anesthesia record

As donor on screen

• Record an embryo transfer › Open a mare's embryo transfers

Asilomar see

• Read the live release report

Asilomar condition see

• Record an intake
• Record an intake › Record a new intake

Ask about this plan on screen

• Wellness plans › Ask to join a plan

Ask anyway on screen

• Check what's available › Check a grooming slot

Asked for on screen

• See, change or cancel your bookings › Request statuses

Ask for a body condition score on every animal on screen

• Run a preg check at the chute › Record each animal

Ask for a refill on screen

• Request a prescription refill from the hospital › Ask for a refill

Ask for the new one on screen

• See, change or cancel your bookings › Change the dates

Ask for the new ones on screen

• See, change or cancel your bookings › Change the dates

ask the vet to come out see

• Request a farm call

Ask us on screen

• Check what's available › Check boarding or daycare space

Ask us for something on screen

• Follow your pet's hospital stay › Your pets

Ask us to come out on screen

• Check Coggins and travel papers › Get papers brought up to date
• Request a farm call › Send a request

As recipient on screen

• Record an embryo transfer › Open a mare's embryo transfers

Assessment on screen

• Write a SOAP chart › Write the note

Assessment point on screen

• Admit a patient › Add a trauma score at admission
• Record a trauma or neurologic score › Record a score

Assessment starter text on screen

• Set up chart templates › Add a template

Assessment type on screen

• Log behavior and assess an animal › Write a summary assessment

Assign on screen

• Track a mare's heat cycles › Record a heat cycle

Assign / clean on screen

• Manage rooms, kennels and cleaning › Log a cleaning

Assign an existing visit to this stop on screen

• Schedule a farm call › Attach a visit that already exists
• Plan a livestock farm call › Attach a visit you've already recorded

Assign an intake to this cohort on screen

• Track litters and cohorts › Add or remove animals

assign a task see

• Manage callback tasks

assign a unit on screen

• Manage rooms, kennels and cleaning › Assign a unit to a stay
• Check a guest in and out › What's on the page

Assign intake to this cohort on screen

• Track litters and cohorts › Add or remove animals

Assign Rooms on screen

• Manage rooms, kennels and cleaning
• Manage rooms, kennels and cleaning › Assign a unit to a stay
• Manage rooms, kennels and cleaning › Log a cleaning

assign specialist see

• Work a referral case

Assign to on screen

• Manage callback tasks › Add a task

Assign to this stop on screen

• Schedule a farm call › Attach a visit that already exists
• Plan a livestock farm call › Attach a visit you've already recorded

Assign unit on screen

• Manage rooms, kennels and cleaning › Assign a unit to a stay

As soon as you can on screen

• Request a hospital appointment › Send a request

A suite on screen

• Book a stay or a groom › Add a stay

ASV guidelines see

• Log behavior and assess an animal

at arrival see

• Build and apply herd-health protocols
• Build and apply herd-health protocols › Add the scheduled items

At birth on screen

• Build and apply herd-health protocols › Add the scheduled items

ATT see

• Admit a patient
• Record a trauma or neurologic score

Attach a file on screen

• Work a referral case › Attach the referral packet

Attach file on screen

• Work a referral case › Attach the referral packet

attachments see

• Use the patient record
• Record an intake

attach rate see

• See boarding and grooming revenue together
• See boarding and grooming revenue together › What's on it

Attempted at (practice local) on screen

• Log contact with the owner during a stay › Log a contact attempt

Attending: on screen

• Use the ward board › Read the board

attending vet see

• See what a staff member has done
• Plan a livestock farm call

Attending vet (optional) on screen

• Admit a patient › Fill in the admission
• Schedule a farm call › Create a farm call
• Plan a livestock farm call › Create a farm call

Attending vet (optional — defaults to the vet they asked for) on screen

• Handle farm call requests › Schedule a request

Attending vet (optional — leave unassigned for an external vet) on screen

• Log daily care during a stay › When a boarded pet needs medical care

Attending veterinarian on screen

• Record consents and attestations › Record an emergency-treatment attestation

At the clinic on screen

• Request an appointment › Send a request

ATT — Animal Trauma Triage (0–18, higher is worse) on screen

• Record a trauma or neurologic score › Record a score

at weaning see

• Build and apply herd-health protocols
• Build and apply herd-health protocols › Add the scheduled items

audit log see

• Use emergency access
• Review the audit log
• Review the audit log › See permission changes

audit trail see

• Review the audit log

authenticator app see

• Signing in
• Change your password and two-factor sign-in

Authenticator code see

• Signing in › Two-factor verification
• Sign in to the client portal
• Sign in to the client portal › Enter your two-factor code
• Change your password and two-factor sign-in › Turn on two-factor sign-in

Author a VFD document on screen

• Write a veterinary feed directive › Write a VFD

authorised pickup see

• Your pets' profiles and contacts

Authority name on screen

• Record a bite incident › Record an incident

Authority notified on screen

• Log a controlled drug event › Theft or loss

authorization form see

• Record consents and attestations

authorizations on screen

• Set up farm clients, operations and premises › Open an operation
• Manage animal lots › The lot roster
• Record a treatment authorization › Find an authorization

authorization scope see

• Register an authorized agent
• Register an authorized agent › See a horse's agents
• Register an authorized agent › Register an agent
• Record a treatment authorization › Record an authorization

Authorize on screen

• Book a boarding stay › Emergency information

Authorized agent registered. on screen

• Register an authorized agent › Register an agent

Authorized agents on screen

• Register an authorized agent › See a horse's agents
• Work with a horse's record › Open a horse's record

authorized pickup see

• Book a boarding stay
• Share your account with your household

Authorized pickup (who besides the owner may collect the pet) on screen

• Book a boarding stay › Emergency information
• Check a guest in and out › Confirm the emergency details

Authorizing order (optional) on screen

• Chart treatments and vitals on the flowsheet › Run a continuous infusion

Authorizing owner / signer name on screen

• Register an authorized agent › Get the owner's signed consent

authorizing party see

• Record a treatment authorization

Authorizing party name on screen

• Record a treatment authorization › Record an authorization

auto approve see

• Set up the client portal

automated call see

• Choose which messages you get

Automatic Messages on screen

• Send automatic messages and mass alerts
• Send automatic messages and mass alerts › See what goes out automatically
• Check a guest in and out › Tell the owner the pet is ready

Autumn Transition on screen

• Track a mare's heat cycles › Set her reproductive status

Availability see

• Manage a stallion book › Open one stallion's book
• Manage a stallion book › Record when he's available
• Check what's available

Availability calendar on screen

• Manage a stallion book › See all books

Availability over a date range on screen

• Manage rooms, kennels and cleaning › Check availability for future dates

Available on screen

• Manage the blood bank › Record a unit
• Manage the blood bank › Update a unit's status
• Manage rooms, kennels and cleaning › See who's where
• Manage a stallion book › Record when he's available
• Record an intake › Record a new intake

Available All on screen

• Log behavior and assess an animal › Overall recommendations

Available Experienced Home on screen

• Log behavior and assess an animal › Overall recommendations

Available No Cats on screen

• Log behavior and assess an animal › Overall recommendations

Available No Dogs on screen

• Log behavior and assess an animal › Overall recommendations

Available No Young Children on screen

• Log behavior and assess an animal › Overall recommendations

average stay see

• Check census and length of stay

Average stay at resolution on screen

• Check census and length of stay › Average stay for closed episodes

average ticket see

• See boarding and grooming revenue together

Average weight (kg) on screen

• Manage animal lots › Create a lot
• Track an individual animal › Create or edit the livestock profile

Avg. stay so far (open episodes) on screen

• Check census and length of stay › Who's here right now

Awaiting on screen

• Create an estimate › Get the owner's signature
• Register an authorized agent › Get the owner's signed consent

Awaiting rDVM on screen

• Work a referral case › Send a report to the referring vet

Awaiting results on screen

• Track outside lab results › Work the queue

Awaiting signature on screen

• Record consents and attestations › Take a consent for a visit
• Record consents and attestations › Record the signed copy

A wellness plan benefit is about to expire on screen

• Update your details and contact preferences › Choose which messages you get

B

background check see

• Run your foster program
• Run your foster program › Add a caregiver

Back to pending on screen

• Use the appointment waitlist › Offer a slot

Back to the library on screen

• Read the pet care library › Read an article

Back to the portal on screen

• Change your password and two-factor sign-in › Sign out

backup see

• Export your practice's data

balance see

• Pay a bill

Balance after on screen

• Buy and use prepaid credit › Check your balance

balance due see

• Print an account statement
• Print an account statement › What's on it
• Pay a bill
• Pay a bill › Pay a bill online
• Pay a bill › If a bill still shows Balance due after you've paid
• Pay a hospital bill and manage saved cards
• Pay a hospital bill and manage saved cards › Pay a bill
• Pay a boarding or grooming bill › See your bills
• Pay a boarding or grooming bill › Pay a bill
• Pay a bill and manage saved cards
• Pay a bill and manage saved cards › Pay a bill
• Pay a bill and manage saved cards › Reading a bill

Band duration (minutes) on screen

• Set up grooming services and packages › Price by breed or size

Band name on screen

• Set up grooming services and packages › Price by breed or size

Band price on screen

• Set up grooming services and packages › Price by breed or size

BAPA see

• Record disease tests and movement certificates

barn see

• Manage stables

barn access see

• Share your horses with a barn manager

barn call see

• Schedule a farm call

barn manager see

• Register an authorized agent

barns see

• Manage stables

Base price on screen

• Set up grooming services and packages › Add a service

Base rate on screen

• Set boarding rates, policies and add-ons › Add a rate

Base record (edit demographics) on screen

• Work with a horse's record › Open a horse's record

bather-eligible see

• Set up grooming services and packages
• Set up grooming services and packages › Add a service

Bather-eligible package on screen

• Set up grooming services and packages › Build a package

BCS see

• Run a preg check at the chute

before and after photos see

• See stay updates and grooming photos

Begin service on screen

• Book and run grooming appointments › Run the appointment

Begin service (already in-house — no check-in) on screen

• Book and run grooming appointments › Run the appointment

Behavior on screen

• Run your foster program › The caregiver roster

Behavioral on screen

• Place and release holds › Hold types
• Record an outcome › Outcome types

Behavioral domains on screen

• Log behavior and assess an animal › Write a summary assessment

behavioral history see

• Book a boarding stay

Behavioral history (soft — staff decides, not a block): on screen

• Book a boarding stay › Behavioral history

Behavior assessment on screen

• Record an intake › The intake page
• Log behavior and assess an animal › Write a summary assessment

Behavior assessment — periodic summary on screen

• Log behavior and assess an animal › Write a summary assessment

behavior evaluation see

• Log behavior and assess an animal

Behavior history reported by former owner / finder on screen

• Log behavior and assess an animal › Write a summary assessment

behavior log see

• Log behavior and assess an animal
• Log behavior and assess an animal › The behavior log

behavior notes see

• Log behavior and assess an animal

Behavior observations on screen

• Record an intake › The intake page
• Log behavior and assess an animal › The behavior log

behaviour see

• Log behavior and assess an animal

Behaviour foster on screen

• Look after a foster animal › Your placements

being checked see

• Send a vaccination record
• Send a vaccination record › What's on the page

belongings see

• Record belongings and incidents
• Get ready for a stay

Belongings & incidents on screen

• Record belongings and incidents

Belongings dropped off on screen

• Record belongings and incidents › Hand belongings back

Benefit on screen

• Enroll a pet on a wellness plan › Record a use by hand

benefits remaining see

• Wellness plans

benefits used see

• Enroll a pet on a wellness plan
• Enroll a pet on a wellness plan › Check what's been used

BG check on screen

• Run your foster program › The caregiver roster

biennial inventory see

• Do a controlled drug count

bill see

• Create an invoice and take payment
• Bill a hospital stay
• Create an invoice and record payment
• Bill a farm client
• Invoice for shelter services

Bill a boarding stay

• Bill a boarding stay

Bill a farm client

• Bill a farm client

Bill a grooming appointment

• Bill a grooming appointment

Bill a hospital stay

• Bill a hospital stay

bill a preg check see

• Bill a farm client

Billed (outside Vivetra) on screen

• Set up wellness plans
• Set up wellness plans › Add a plan

Billed farm client on screen

• Bill a farm client › Create an invoice

Billed through on screen

• See your horses and who owns them › What each horse card shows

Billed to on screen

• Pay a bill and manage saved cards › Reading a bill

billing see

• Add or remove modules
• Create an invoice and take payment
• Create an invoice and record payment
• Record a breeding soundness exam › Bill the exam

Billing arrangement notes on screen

• Record semen collections › Record a collection

billing cadence see

• Set up wellness plans

Billing not linked on screen

• Add or remove modules › Change your modules

billing question see

• Contact support
• Contact support › Send a message

bill pay see

• Pay a boarding or grooming bill

Bills & payments on screen

• See your pets › What's on the page
• Pay a bill
• Pay a bill › Pay a bill online
• Pay a hospital bill and manage saved cards
• Pay a hospital bill and manage saved cards › Pay a bill
• Pay a hospital bill and manage saved cards › Manage saved cards
• Pay a boarding or grooming bill
• Pay a boarding or grooming bill › See your bills
• Print your horses' health record › What's in it
• Pay a bill and manage saved cards
• Pay a bill and manage saved cards › Pay a bill
• View your pet's health record and vaccine certificate › What's in the record

Bills and deposits on screen

• Choose which messages you get › Choose your messages

Bill to (grooming client) on screen

• Bill a grooming appointment › Create a draft invoice

Bill to (guest owner) on screen

• Bill a boarding stay › Create a draft invoice

bite see

• Record belongings and incidents

Bite Incidents on screen

• Finding your way around › The menu
• Record a bite incident
• Record a bite incident › Record an incident
• Find or add a patient › Find a patient

bite quarantine see

• Place and release holds
• Place and release holds › Hold types

bite report see

• Record a bite incident

Bite site (on victim) on screen

• Record a bite incident › Record an incident

Biting animal's rabies-vax status on screen

• Record a bite incident › Record an incident

blade length see

• Save your grooming preferences

Blade or guard, if you know it on screen

• Save your grooming preferences › Set or update a pet's preferences

Blocks booking on screen

• Set online booking rules › Change or remove a rule

Block the request on screen

• Set online booking rules › How a rule works

Blood Bank on screen

• Manage the blood bank
• Manage the blood bank › Open the blood bank

blood donors see

• Manage the blood bank

bloodline see

• Record a horse's pedigree

blood pressure see

• Chart treatments and vitals on the flowsheet

Blood product on screen

• Record a transfusion › Chart a transfusion

blood products see

• Manage the blood bank

Blood Test on screen

• Run a preg check at the chute › Fill in the session details

blood transfusion see

• Record a transfusion

blood type see

• Manage the blood bank
• Manage the blood bank › Enroll a donor

Blood unit (optional) on screen

• Record a transfusion › Chart a transfusion

blood units see

• Manage the blood bank
• Manage the blood bank › Open the blood bank

bloodwork see

• View hospital records, results and vaccines

Boarding on screen

• Finding your way around › The menu
• Handle an overstay or abandoned pet › The worklist
• Set vaccine requirements for boarding › Add a requirement
• Manage boarding owners and their pets
• Manage boarding owners and their pets › Find an owner
• Send automatic messages and mass alerts › See what goes out automatically
• Send automatic messages and mass alerts › Send a mass alert
• Book a boarding stay › Book a new stay
• Set boarding rates, policies and add-ons › Add a rate
• Send a stay report card › Set up report card templates
• Issue a health certificate › Record a certificate
• Set up a regular booking › Set up a regular booking
• Pay a boarding or grooming bill › See your bills

Boarding & daycare on screen

• Sell and track prepaid credit › Look up a client's credit
• Manage your saved cards

Boarding (overnight) on screen

• Book a stay or groom online › Book a boarding stay or daycare
• Book a stay or a groom › Add a stay
• Check what's available › Check boarding or daycare space

Boarding + Grooming Revenue on screen

• See boarding and grooming revenue together
• See boarding and grooming revenue together › Run the report

Boarding account on screen

• Share your account with your household

Boarding Add-Ons on screen

• Set boarding rates, policies and add-ons
• Set boarding rates, policies and add-ons › Add an add-on

Boarding aftercare stay. on screen

• Write treatment orders › Boarding aftercare stays

boarding agreement see

• Sign your boarding and grooming agreements

Boarding and daycare on screen

• Set boarding rates, policies and add-ons › Add an add-on

boarding bill see

• Bill a boarding stay

Boarding Billing on screen

• Bill a boarding stay › Create a draft invoice
• Set boarding rates, policies and add-ons › Add a rate
• Set boarding rates, policies and add-ons › Add an add-on
• Sell and track prepaid credit › Add a package
• Sell and track prepaid credit › Look up a client's credit

boarding client see

• Manage boarding owners and their pets

Boarding Facility on screen

• Register an authorized agent › Register an agent

Boarding guest owner on screen

• Find a person › What a person's record shows

Boarding Invoices on screen

• Bill a boarding stay
• Bill a boarding stay › Create a draft invoice

Boarding only on screen

• Set vaccine requirements for boarding › One policy, shared with grooming

Boarding or daycare? on screen

• Book a stay or a groom › Add a stay

boarding price list see

• Set boarding rates, policies and add-ons

Boarding Rates & Policy on screen

• Send automatic messages and mass alerts › See what goes out automatically
• Set boarding rates, policies and add-ons
• Set boarding rates, policies and add-ons › Add a rate
• Check a guest in and out › Cancel a booking or record a no-show

boarding revenue see

• See boarding and grooming revenue together

Boarding revenue (net) on screen

• See boarding and grooming revenue together › What's on it

Boarding Scheduling on screen

• Book a boarding stay › See who's booked
• Manage rooms, kennels and cleaning › See who's where
• Use the boarding waitlist › Find requests that now fit
• Set online booking rules › Add a rule
• Send a stay report card › Write today's card

Boarding stays on screen

• Send a stay report card › Set up report card templates

Boarding stays and grooming appointments on screen

• Set online booking rules › How a rule works

Boarding stays only on screen

• Set online booking rules › How a rule works
• Set boarding rates, policies and add-ons › Add an add-on
• Sell and track prepaid credit › Add a package

boarding vaccinations see

• Set vaccine requirements for boarding

boarding vaccine proof see

• View your pet's health record and vaccine certificate

Boarding Waitlist on screen

• Use the boarding waitlist
• Use the boarding waitlist › Find requests that now fit

Body condition on screen

• Print and send a preg-check report › What's in it

body condition score see

• Run a preg check at the chute

Body length on screen

• Save your grooming preferences › Set or update a pet's preferences

body weight see

• Record vaccinations and weights

bond see

• Track legal cases

Bond amount must be a dollar amount (or left blank). It is a recorded fact — no payment is processed. on screen

• Track legal cases › Messages you might see

bond deadline see

• Track legal cases
• Track legal cases › Open a new legal case
• Track legal cases › Messages you might see

bonded pair see

• Track litters and cohorts
• Track litters and cohorts › Create a cohort

Bond Ordered on screen

• Track legal cases › Find a case

Bond Posted on screen

• Track legal cases › Find a case

Book on screen

• See the breeding season at a glance › Go to a horse's records
• Manage a stallion book › Close a book

Bookable on screen

• Set up grooming stations and groomer shifts › Plan a week of shifts

Book a boarding stay

• Book a boarding stay

book a groom see

• Book and run grooming appointments
• Book and run grooming appointments › Book a groom
• Book a stay or groom online › Book a groom
• Book a stay or a groom

book a mare see

• Manage a stallion book

Book a mare into this season on screen

• Manage a stallion book › Book a mare

Book an appointment

• Book an appointment

Book and run grooming appointments

• Book and run grooming appointments

Book a new appointment on screen

• Book an appointment › Book a new appointment

book anyway see

• Review online appointment requests

Book anyway if this facility appears to be at capacity for these dates. on screen

• Book a boarding stay › If the facility looks full

Book anyway — I know this overlaps another appointment for this veterinarian on screen

• Review online appointment requests › If the vet is already booked

Book appointment see

• Use the patient record › Open the rest of the chart
• Book an appointment › Book a new appointment
• Book an appointment › Warnings when you book
• Request a hospital appointment

Book a stay on screen

• Book a stay or groom online › Book a boarding stay or daycare

Book a stay or a groom

• Book a stay or a groom

Book a stay or groom on screen

• Book a stay or a groom
• Book a stay or a groom › Add a stay

Book a stay or groom online

• Book a stay or groom online

book a visit see

• Request a farm call

book boarding see

• Book a stay or groom online
• Book a stay or a groom

Book despite the vaccination gap (override — an explicit, accountable decision) on screen

• Book and run grooming appointments › If the booking comes back with warnings

Booked on screen

• Use the boarding waitlist › Find requests that now fit
• Manage a stallion book › Book a mare

Booked in on screen

• Request a farm call › Your recent requests

Booked on on screen

• Manage a stallion book › Book a mare

booked online see

• See, change or cancel your bookings

book grooming see

• Book a stay or groom online
• Book a stay or a groom

booking see

• Book an appointment
• Book a boarding stay

booking code see

• Confirm an online booking

booking confirmation see

• Send automatic messages and mass alerts
• Send automatic messages and mass alerts › See what goes out automatically

Booking deposits on screen

• Pay a booking deposit
• Pay a booking deposit › Pay a deposit

booking gates see

• Set online booking rules

booking hold see

• Confirm an online booking

Booking reminders on screen

• Choose which messages you get › Choose your messages

booking request see

• Review online appointment requests
• Handle farm call requests
• Request an appointment
• Book a stay or a groom

Booking requests on screen

• Choose which messages you get › Choose your messages

booking requirements see

• Set online booking rules

Bookings on screen

• Set up grooming stations and groomer shifts › Take a station out of service or retire it

booking status see

• Manage a stallion book
• See, change or cancel your bookings

Bookings you made online on screen

• See, change or cancel your bookings › Bookings you made online

book limit see

• Manage a stallion book

Book limit (blank = unlimited) on screen

• Manage a stallion book › Open a season

book online see

• Book a stay or groom online
• Request an appointment

Book over the limit on screen

• Manage a stallion book › Book a mare

Books on screen

• Manage a stallion book › Open one stallion's book

Book something on screen

• Check what's available › Opening hours

Books on record on screen

• Manage a stallion book › See all books

Book this groom on screen

• Book and run grooming appointments › Book a groom

Book this mare on screen

• Manage a stallion book › Book a mare

booster see

• Record vaccinations and weights

Both tiers on screen

• Set boarding rates, policies and add-ons › Set the cancellation policy

Bottle on screen

• Run your foster program › The caregiver roster
• Record bottle-baby care › Record a care entry

bottle babies see

• Record bottle-baby care

bottle baby see

• Record bottle-baby care
• Your animals in the shelter portal › What's on the page
• Look after a foster animal
• Look after a foster animal › Your placements

Bounced on screen

• Send client reminders › What was sent

bounced reminder see

• Send client reminders

BP method on screen

• Chart treatments and vitals on the flowsheet › Record vitals

Brainstem reflexes on screen

• Record a trauma or neurologic score › Record a score

branches see

• Set up locations and rooms

Brand on screen

• Track an individual animal › Create or edit the livestock profile

Brand / tattoo on screen

• Work with a horse's record › Profile

branding see

• Change your practice's settings
• Change your practice's settings › Add your logo and colour

breach register see

• Record a privacy or security incident

Break on screen

• Set up grooming stations and groomer shifts › Add hours, a break or time off

Break-glass elevation is currently ACTIVE for your session on screen

• Use emergency access › Turn on emergency access

Break down by on screen

• Manage rooms, kennels and cleaning › Check availability for future dates

break glass see

• Use emergency access

Breed on screen

• Find or add a patient › Add a new patient
• Manage animal lots › Create a lot
• Manage surrender requests › Log a request
• Manage surrender requests › Accept a request

Breed & size bands for “…” on screen

• Set up grooming services and packages › Price by breed or size

Breed / coat hint on screen

• Set up grooming services and packages › Price by breed or size

breed and size bands see

• Set up grooming services and packages

Breeding see

• See the breeding season at a glance › Open the overview
• See the breeding season at a glance › Go to a horse's records
• Manage a stallion book › See all books
• Record a covering and pregnancy checks
• Record a covering and pregnancy checks › Open a mare's breeding record
• Work with a horse's record › Open a horse's record
• View your breeding records

breeding dashboard see

• See the breeding season at a glance

breeding history see

• Print a reproductive history summary

Breeding Overview on screen

• See the breeding season at a glance
• See the breeding season at a glance › Open the overview

breeding program see

• See the breeding season at a glance

Breeding records on screen

• View your breeding records
• View your breeding records › Open and print your breeding record

breeding season see

• Manage a stallion book

Breeding soundness (BSE) on screen

• Record a breeding soundness exam › Record an evaluation
• Track an individual animal › Open an animal

breeding soundness evaluation see

• Record a breeding soundness exam

Breeding soundness evaluations on screen

• Record a breeding soundness exam › Print the exam record

Breed Registry on screen

• Track an individual animal › Create or edit the livestock profile

broadcast see

• Send automatic messages and mass alerts

Broke skin on screen

• Record a bite incident › Record an incident

brucellosis see

• Record disease tests and movement certificates
• Record disease tests and movement certificates › Record a test

brucellosis trace see

• Put a lot under a quarantine hold

BSE see

• Record a breeding soundness exam

Build and apply herd-health protocols

• Build and apply herd-health protocols

Build a treatment-plan estimate

• Build a treatment-plan estimate

Build matrix on screen

• Report to Shelter Animals Count › Check a month

bull see

• Track an individual animal

bull in see

• Run a preg check at the chute
• Run a preg check at the chute › Fill in the session details

bull out see

• Run a preg check at the chute
• Run a preg check at the chute › Fill in the session details

bull test see

• Record a breeding soundness exam

Bundle revenue, grouped by bundle token on screen

• See boarding and grooming revenue together › What's on it

bundles see

• Set up grooming services and packages

bundle token see

• See boarding and grooming revenue together

Burial on screen

• Record a death in care › Start the record

Business / entity name on screen

• Find or add a horse owner › Add an owner

business entity see

• Find or add a horse owner

Buy on screen

• Buy and use prepaid credit › Buy a package

Buy and use prepaid credit

• Buy and use prepaid credit

buyer see

• Record a pre-purchase exam

Buyer contact on screen

• Record a pre-purchase exam › Start an exam

Buyer name on screen

• Record a pre-purchase exam › Start an exam

Buy more on screen

• Buy and use prepaid credit › Buy a package

By referring practice on screen

• Read referral reports › Practices that need attention

C

cadence see

• Send client reminders

Cadence rules on screen

• Send client reminders › Cadence rules

cage card see

• Record an intake

cages see

• Set up locations and rooms

Cage strip on screen

• Record an intake › Print a kennel card

Calculated yield on screen

• Record semen collections › Open a stallion's collections

Calculus / tartar (CA) on screen

• Record a dental chart › Record a chart

calendar see

• Book an appointment

callback see

• Manage callback tasks

call back see

• Manage callback tasks

Callback Tasks on screen

• Manage callback tasks
• Manage callback tasks › Add a task

Call date on screen

• Schedule a farm call › Create a farm call
• Handle farm call requests › Schedule a request
• Plan a livestock farm call › Create a farm call

call log see

• Log contact with the owner during a stay

call out see

• Schedule a farm call
• Request a farm call

call request see

• Handle farm call requests

calving distribution see

• Print and send a preg-check report

can't sign in see

• Reset a forgotten password

Can bottle-feed on screen

• Run your foster program › Add a caregiver

Cancel on screen

• Manage callback tasks › Close a task
• Work the patient recall list › Work through the list
• Manage a booked appointment › Cancel
• Book and run grooming appointments › Cancel, reschedule or mark a no-show
• Check a guest in and out › Cancel a booking or record a no-show
• Review and approve an estimate › Approve an estimate
• Apply to adopt or foster › Send an application
• Sign a form for your horse › Sign a form

Cancel / start a new one on screen

• Manage stables › Edit a stable

cancel a plan see

• Enroll a pet on a wellness plan

cancel appointment see

• Manage a booked appointment
• Manage a booked appointment › Cancel
• Book and run grooming appointments › Cancel, reschedule or mark a no-show

cancel booking see

• See, change or cancel your bookings

Cancel draft on screen

• Send automatic messages and mass alerts › Send a mass alert

cancellation see

• See, change or cancel your bookings

Cancellation-window notice (grooming) on screen

• Send automatic messages and mass alerts › See what goes out automatically

Cancellation-window notice (stays) on screen

• Send automatic messages and mass alerts › See what goes out automatically

Cancellation and no-show record on screen

• Manage grooming clients › Edit contact details

cancellation fee see

• Set boarding rates, policies and add-ons

cancellation list see

• Use the appointment waitlist

Cancellation policy see

• Set boarding rates, policies and add-ons › Set the cancellation policy
• Pay a booking deposit

Cancelled on screen

• Handle refill requests › Find a request
• Review online appointment requests › Open the requests
• Create an estimate › Get the owner's signature
• Enroll a pet on a wellness plan › Decline or cancel a request
• Handle farm call requests › Review the queue
• Manage a stallion book › Book a mare
• Build and apply herd-health protocols › See the due dates
• Record disease tests and movement certificates › Update a lab result
• See medications and request a refill › Check on a request
• Request a farm call › Your recent requests

Cancelled (voided) on screen

• Track outside lab results › Work the queue

Cancel request on screen

• Handle refill requests › Cancel a request
• Enroll a pet on a wellness plan › Decline or cancel a request

cancel reservation see

• Check a guest in and out
• Check a guest in and out › Cancel a booking or record a no-show

Cancel signature request on screen

• Create an estimate › Get the owner's signature
• Build a treatment-plan estimate › Get the consent signed
• Register an authorized agent › Get the owner's signed consent

Cancel this appointment on screen

• See, change or cancel your bookings › Cancel a stay or a groom

Cancel this attestation request on screen

• Record consents and attestations › Record an emergency-treatment attestation

Cancel this booking on screen

• See, change or cancel your bookings › Bookings you made online

Cancel this request on screen

• Record consents and attestations › Record the signed copy

Cancel this stay on screen

• See, change or cancel your bookings › Cancel a stay or a groom

Candidate on screen

• Manage the blood bank › Enroll a donor

Can foster behavior on screen

• Run your foster program › Add a caregiver

Can foster medical on screen

• Run your foster program › Add a caregiver

Can foster neonates on screen

• Run your foster program › Add a caregiver

can it ship see

• Check whether your animals can ship

Can it ship? on screen

• View and print your herd records › What each operation shows

canned text see

• Set up chart templates

Can submit on screen

• Give referring vets portal access › See and revoke links

Capability on screen

• Set up grooming stations and groomer shifts › Groomer capabilities

capacity see

• Set up locations and rooms
• Set up locations and rooms › Add a kennel, cage or run
• Manage rooms, kennels and cleaning

capacity board see

• Manage rooms, kennels and cleaning

capacity warning see

• Book a boarding stay

Caption on screen

• Use the patient record › Upload an X-ray or other file
• Work a referral case › Attach the referral packet
• Record an intake › Attach a photo or document

Capture a new request on screen

• Use the appointment waitlist › Add someone to the waitlist

Capture request on screen

• Use the appointment waitlist › Add someone to the waitlist

carcass disposal see

• Track an individual animal

Card, entered here on screen

• Bill a boarding stay › Take payment

card on file see

• Pay a hospital bill and manage saved cards
• Manage your saved cards
• Pay an adoption fee
• Pay a bill and manage saved cards

card payment see

• Create an invoice and take payment
• Bill a hospital stay

card payments see

• Connect card payments

care check-off flowsheet see

• Log daily care during a stay
• Log daily care during a stay › Log a care event

care given today see

• Follow your pet's hospital stay
• Follow your pet's hospital stay › See how your pet is doing

Caregiver on screen

• Run your foster program › Place an animal in foster

caregiver roster see

• Run your foster program
• Run your foster program › The caregiver roster
• Give adopters and fosters portal access › Invite someone to the portal

care log see

• Log daily care during a stay

care plan see

• Set up wellness plans
• Enroll a pet on a wellness plan
• Wellness plans

care screen on screen

• Log daily care during a stay

Care series on screen

• Record bottle-baby care › Read the care series

care sheet see

• Log daily care during a stay

Care type on screen

• Log daily care during a stay › Add to the standing care plan
• Log daily care during a stay › Log a care event

Carried from its pen on screen

• Check whether your animals can ship › Read the tables

cascade see

• Record a group treatment

Cascade standard (UK/IE statutory minimum) on screen

• Record a group treatment › Record a treatment

cascade tier see

• Write a prescription

Cascade tier (UK/Ireland — required) on screen

• Write a prescription › Food animals and the UK cascade

Case / docket number on screen

• Track legal cases › Open a new legal case

case transfer see

• Log a shift handoff

catalog category see

• Set up services and prices

Catalog item on screen

• Create an invoice and take payment › Add line items

Catalog items on screen

• Set up services and prices › Change a price or retire an item

catalogue see

• Set up services and prices

Category on screen

• Use the patient record › Upload an X-ray or other file
• Set up services and prices › Add a service or product
• Work a referral case › Attach the referral packet
• Record disease tests and movement certificates › Record a test
• Record an intake › Attach a photo or document

caudal fold see

• Record disease tests and movement certificates

Caution on screen

• Find or add a patient › Find a patient
• Find or add an owner › Find an owner
• Manage owners › Find a guardian
• Manage boarding owners and their pets › Find an owner
• Manage grooming clients › Find a client
• Use the grooming waitlist › Open a request

Caution / safety flag on screen

• Find or add a patient › Add a new patient
• Log behavior and assess an animal › The behavior log

Caution / safety flag (difficult / do-not-book warning) on screen

• Find or add an owner › Add a new owner

CAUTION / SAFETY FLAG. on screen

• Use the patient record › What's on the record
• Work with an owner's record › At the top

CAUTION: on screen

• Chart treatments and vitals on the flowsheet › Read the treatment sheet

caution flag see

• Find or add a patient
• Use the patient record
• Find or add an owner
• Work with an owner's record
• Work with an owner's record › At the top
• Manage owners
• Manage boarding owners and their pets
• Manage boarding owners and their pets › The caution flag
• Manage grooming clients
• Log behavior and assess an animal
• Add and find adopters

Caution flag (difficult / non-paying / do-not-rebook) on screen

• Manage boarding owners and their pets › The caution flag

Caution flag (handling risk — e.g. not to be groomed by a lone staff member) on screen

• Manage grooming clients › Add a client

Caution flag (staff-safety / front-desk awareness) on screen

• Manage owners › Edit a guardian

Caution notes on screen

• Find or add a patient › Add a new patient
• Find or add an owner › Add a new owner
• Manage owners › Edit a guardian
• Manage boarding owners and their pets › The caution flag
• Manage grooming clients › Add a client
• Add and find adopters › Add an adopter

CD register see

• Set up the controlled drug list
• Log a controlled drug event

census see

• Use the ward board
• Check census and length of stay

Census & Length of Stay on screen

• Check census and length of stay
• Check census and length of stay › Average stay for closed episodes

Certificate history on screen

• Issue a health certificate › Open a horse's certificates

certificate number see

• Issue a health certificate
• Issue a health certificate › Record a certificate

certificate of veterinary inspection see

• Issue a health certificate

Certificate of Veterinary Inspection recorded. on screen

• Issue a health certificate › Record a certificate

Certificate scope on screen

• Record disease tests and movement certificates › Issue a movement certificate

Change (kg) on screen

• Record vaccinations and weights › Record a weight

change address see

• Update your contact details

change dates see

• See, change or cancel your bookings

change email see

• Update your contact details

Change my password on screen

• Change your password and two-factor sign-in › Change your password

change of address see

• Review contact-change requests

change of shift see

• Log a shift handoff

Change password see

• Your account and settings › Change your password
• Change your password and two-factor sign-in

change phone number see

• Update your contact details

Change role on screen

• Add and manage staff › Change someone's role or permissions

Change status on screen

• Work a referral case › Move a referral through its stages
• Manage a stallion book › Book a mare

Change your password on screen

• Change your password and two-factor sign-in › Change your password

Change your password and two-factor sign-in

• Change your password and two-factor sign-in

Change your password or set up two-step sign-in on screen

• Change your password and two-factor sign-in
• Update your details and contact preferences › Your sign-in email
• Update your contact details › Your sign-in email

Change your practice's settings

• Change your practice's settings

Channel on screen

• Record a death in care › Notify the owner
• Run a preg check at the chute › Give the producer their report

Charge on screen

• Create an invoice and take payment › Take payment
• Bill a hospital stay › Take payment
• Create an invoice and record payment › Take payment
• Bill a farm client › Take a card payment
• Invoice for shelter services › Take a card payment

charge a client see

• Create an invoice and take payment

charge a stay see

• Bill a boarding stay

Charged per on screen

• Set boarding rates, policies and add-ons › Add a rate

charge for a groom see

• Bill a grooming appointment

charge owner see

• Create an invoice and record payment

Charges derived from the rate card on screen

• Bill a boarding stay › Add the charges

Charge type on screen

• Bill a boarding stay › Add the charges
• Bill a grooming appointment › Add line items
• Invoice for shelter services › Add charges

Chart on screen

• Manage boarding owners and their pets › Link a pet

Chart a transfusion on screen

• Record a transfusion › Chart a transfusion

Chart a treatment on screen

• Chart treatments and vitals on the flowsheet › Chart a treatment

chart a visit see

• Write a SOAP chart

Chart date on screen

• Record a dental chart › Record a chart

Chart Templates on screen

• Set up chart templates › Add a template

Chart transfusion on screen

• Record a transfusion › Chart a transfusion

Chart treatments and vitals on the flowsheet

• Chart treatments and vitals on the flowsheet

check-off schedule see

• Write treatment orders

Check: on screen

• Set up grooming stations and groomer shifts › Add hours, a break or time off

Check a date on screen

• Manage a stallion book › Record when he's available

Check a guest in and out

• Check a guest in and out

Check census and length of stay

• Check census and length of stay

Check Coggins and travel papers

• Check Coggins and travel papers

Check date on screen

• Record a covering and pregnancy checks › Record a pregnancy check

Checked-in stay past pickup on screen

• Handle an overstay or abandoned pet › Flag an overstay

Checked automatically? on screen

• Keep the problem list and allergies up to date › Record an allergy

Checked in on screen

• Manage a booked appointment › What the screen shows
• Book a boarding stay › See who's booked
• Check a guest in and out › Check in
• Check in for a visit › Change your answers

Checked Out on screen

• Check a guest in and out › Check out

Check if the client paid on screen

• Create an invoice and take payment › Take payment
• Bill a grooming appointment › Send and get paid
• Bill a farm client › Take a card payment

Check if the guardian paid on screen

• Bill a hospital stay › Take payment

Check if the guest owner paid on screen

• Bill a boarding stay › Take payment

Check if the owner paid on screen

• Create an invoice and record payment › Take payment

Check if the payer paid on screen

• Invoice for shelter services › Take a card payment

check in see

• Manage a booked appointment
• Check a guest in and out

Check in (arrived) on screen

• Manage a booked appointment › Move an appointment along

Check in (stamp arrival) on screen

• Book and run grooming appointments › Run the appointment

Check in (stamp arrival, set checked in) on screen

• Check a guest in and out › Check in

check in a groom see

• Book and run grooming appointments

Check in early on screen

• See your pets › What's on the page

Check in for a visit

• Check in for a visit
• Check in for a visit › Fill in the check-in form
• Check in for a visit › Tell the practice you've arrived

Check in for this visit on screen

• Check in for a visit › Fill in the check-in form

check in inpatient see

• Admit a patient

checkout see

• Create an invoice and take payment
• End a hospital stay

check out see

• Check a guest in and out

Check out (stamp departure, release the kennel, settle the checklist) on screen

• Check a guest in and out › Check out

Check out (stamp departure, set checked out) on screen

• Check a guest in and out › Check out

checkout sheet see

• Write discharge instructions

Check state rules and compliance

• Check state rules and compliance

Check this slot on screen

• Check what's available › Check a grooming slot

Check what's available

• Check what's available

Check whether your animals can ship

• Check whether your animals can ship

Chip scanned at on screen

• Record an intake › Record a stray's microchip and owner check

Choose a new password on screen

• Signing in › Forgot your password?
• Reset a forgotten password › Choose a new password

Choose a password on screen

• Set up your portal account › Accept your invitation

Choose a valid hold type. on screen

• Place and release holds › Messages you might see

Choose how the hospital keeps you updated

• Choose how the hospital keeps you updated

Choose which intake this hold applies to. on screen

• Place and release holds › Messages you might see

Choose which messages you get

• Choose which messages you get

Chronic (ongoing) on screen

• Keep the problem list and allergies up to date › Add a problem

chronic condition see

• Keep the problem list and allergies up to date

Chronic conditions on screen

• Find or add a patient › Add a new patient

chute side see

• Run a preg check at the chute

Circumstances on screen

• Record a bite incident › Record an incident
• End a hospital stay › End the stay
• Record a death in hospital › Fill in the record

Circumstances of discovery on screen

• Record a death in care › Start the record

City on screen

• Review contact-change requests › Apply an address change
• Manage referring practices and vets › Add a referring practice
• Update your details and contact preferences › Update your contact details
• Update your contact details › Change your details

claim denied see

• Track pet insurance claims

claim documents see

• Track horse insurance policies and claims

Claim guardian on screen

• Build a treatment-plan estimate › Attach the real owner later
• Bill a hospital stay › Bills with no owner on file

Claim guardian of record on screen

• Build a treatment-plan estimate › Attach the real owner later
• Bill a hospital stay › Bills with no owner on file

claim paid see

• Track pet insurance claims

Claims on screen

• Track pet insurance claims › Update a claim
• Track horse insurance policies and claims › Update a claim

claim status see

• Track pet insurance claims

claim submitted see

• Track pet insurance claims

Class on screen

• View and print your herd records › What each operation shows

Classification on screen

• Record a breeding soundness exam › Record an evaluation

classification deferred see

• Record a breeding soundness exam
• Record a breeding soundness exam › Record an evaluation

cleaning log see

• Manage rooms, kennels and cleaning

Cleaning type on screen

• Manage rooms, kennels and cleaning › Log a cleaning

Clear on screen

• Find or add a patient › Find a patient
• Find or add an owner › Find an owner
• Manage owners › Find a guardian
• Take in a new referral › Check the inbox
• Record a grooming incident › Find an incident
• Find or add a horse owner › Search for an owner
• Set up farm clients, operations and premises › Find a farm client
• Record an intake › Find an intake
• Add and find adopters › Find an adopter

Clear (revert to role default) on screen

• Add and manage staff › Change someone's role or permissions

Clear filter on screen

• Place and release holds › The worklist

Clear filters on screen

• Book an appointment › Book a new appointment

Clear sign-in lockout on screen

• Work with an owner's record › Other portal actions
• Manage owners › Give a guardian portal access
• Manage boarding owners and their pets › Give them client portal access
• Find or add a horse owner › Other portal actions
• Set up farm clients, operations and premises › Give a producer portal access

Clear this draft on screen

• Book a stay or a groom › Send your request

client see

• Find or add an owner
• Use the appointment waitlist › Book it
• Create an estimate › Create a draft estimate
• Create an invoice and take payment › Create a draft invoice
• Find or add a horse owner
• Write a veterinary feed directive › Write a VFD

Client (booking party) on screen

• Book an appointment › Book a new appointment

Client (if on file) on screen

• Use the appointment waitlist › Add someone to the waitlist

Client-facing description on screen

• Set up wellness plans › Add a plan

client app see

• Set up the client portal

Client can buy it? on screen

• Sell and track prepaid credit › Add a package

Client Cancelled on screen

• Manage a booked appointment › Cancel

Client can tick it? on screen

• Set boarding rates, policies and add-ons › Add an add-on

client communication see

• Log contact with the owner during a stay

Client confirmation history on screen

• Manage a booked appointment › What the screen shows

client credit see

• Sell and track prepaid credit

client education see

• Publish pet care articles

client handouts see

• Publish pet care articles

Client inactive on screen

• Review contact-change requests › Find a request

Client note: on screen

• Handle refill requests › Find a request

Client of record on screen

• Enroll a pet on a wellness plan › Enroll a pet
• Record consents and attestations › Print the consent

client portal see

• Sign in to the client portal

client portal invite see

• Give adopters and fosters portal access

Client portal is open on screen

• Set up the client portal › Open a portal

Client Portal Settings on screen

• Set up the client portal
• Set up the client portal › Open a portal

Client Prepaid Balances on screen

• Sell and track prepaid credit
• Sell and track prepaid credit › Look up a client's credit

client profile see

• Work with an owner's record

client record see

• Work with an owner's record

Client record: on screen

• Handle refill requests › Find a request

Client Reminders on screen

• Send client reminders

clients see

• Find or add an owner
• Manage owners
• Manage grooming clients
• Manage grooming clients › Find a client

client search see

• Find a person

clients on both books see

• See boarding and grooming revenue together
• See boarding and grooming revenue together › What's on it

client statement see

• Print an account statement

Clients with a grooming appointment in the next 14 days on screen

• Send automatic messages and mass alerts › Audiences

client tags see

• Work with an owner's record

Client who could not be reached on screen

• Record consents and attestations › Record an emergency-treatment attestation

Clinic on screen

• Book an appointment › Book a new appointment

clinic address see

• Change your practice's settings

Clinical judgment on screen

• Write a prescription › Food animals and the UK cascade

Clinical judgment (incl. AU/NZ off-label vet determination) on screen

• Record a group treatment › Record a treatment

Clinically normal on screen

• Record a dental chart › Record a chart

clinical notes see

• Write a SOAP chart

Clinical reason the plan grew on screen

• Bill a hospital stay › When the bill went over the estimate

Clinical signs on screen

• Record a transfusion › Record a reaction

Clinical summary on screen

• Take in a new referral › Record a new referral

Clinical timeline on screen

• Keep an anesthesia record › Chart during the procedure

clipper burn see

• Record a grooming incident

Close on screen

• Run your foster program › Bring an animal back from foster

close an intake see

• Record an outcome

Close as on screen

• Manage a stallion book › Close a book

Close cycle on screen

• Track a mare's heat cycles › Record a heat cycle

Close cycle / record the outcome on screen

• Track a mare's heat cycles › Record a heat cycle

Closed on screen

• Manage a stallion book › See all books
• Manage a stallion book › Close a book
• Record disease tests and movement certificates › Update a lab result
• Track legal cases › Find a case
• View and print your herd records › What each operation shows

Closed (loop closed) on screen

• Track outside lab results › Work the queue

closed chest CPR see

• Record a patient's code status
• Record a patient's code status › Record a new directive

closed early see

• Manage a stallion book
• Manage a stallion book › See all books
• Manage a stallion book › Close a book

Close term on screen

• Enroll a pet on a wellness plan › Renew or close a term

Close the on screen

• Manage a stallion book › Close a book

Close the journal on screen

• Use the animal journal with a foster caregiver › Mark a caregiver's post as read

Close this book on screen

• Manage a stallion book › Close a book

Close this book now on screen

• Manage a stallion book › See all books

Close this panel on screen

• Give adopters and fosters portal access › Lock someone out or let them back in

Close this session on screen

• Run a preg check at the chute › Close the session

Close this term on screen

• Enroll a pet on a wellness plan › Renew or close a term

closure notice see

• Send automatic messages and mass alerts

co-owned see

• Work with a horse's record

co-owner see

• Manage owners
• Share your account with your household
• See your horses and who owns them

co-owners see

• Set up an ownership group

Coat type on screen

• Save your grooming preferences › Set or update a pet's preferences

Code on screen

• Set up services and prices › Add a service or product

Code status on screen

• Use the ward board › Act on a patient
• Record a patient's code status › Open a patient's code status
• Record a patient's code status › Record a new directive

Code status: on screen

• Use the ward board › Read the board

Code status in force on screen

• Record a death in hospital › Fill in the record

Coggins see

• Record a Coggins test
• Check Coggins and travel papers
• Share your horses with a barn manager › Horses you manage

Coggins & travel papers on screen

• Check Coggins and travel papers
• Check Coggins and travel papers › Check where a horse stands

Coggins / EIA test recorded. on screen

• Record a Coggins test › Record a test

Coggins expiry see

• Record a Coggins test
• Check Coggins and travel papers

Coggins or travel papers on screen

• Request a farm call › Send a request

Coggins papers see

• Record a Coggins test

Coggins tests on screen

• Record a Coggins test › Open a horse's Coggins tests
• Work with a horse's record › Open a horse's record

cohort see

• Manage animal lots
• Record an intake › The intake page
• Track litters and cohorts

Cohort + return-of-adoption (optional) on screen

• Record an intake › The optional sections

cohort hold see

• Track litters and cohorts

Cohort members on screen

• Track litters and cohorts › Add or remove animals

Cohort type on screen

• Track litters and cohorts › Create a cohort

Cold on screen

• Read referral reports › Practices that need attention

cold referring practice see

• Read referral reports

Collect card payment on screen

• Create an invoice and take payment › Take payment
• Bill a hospital stay › Take payment
• Bill a boarding stay › Take payment
• Bill a grooming appointment › Send and get paid
• Create an invoice and record payment › Take payment
• Bill a farm client › Take a card payment
• Invoice for shelter services › Take a card payment

Collected (paid in the window) on screen

• See boarding and grooming revenue together › Run the report

Collected at on screen

• Record semen collections › Record a collection

Collected at (practice time) on screen

• Manage the blood bank › Record a unit

Collected by on screen

• Manage the blood bank › Record a unit

Collected from (your donor) on screen

• Manage the blood bank › Record a unit

collection see

• Record semen collections

Collections on screen

• Record semen collections › Open a stallion's collections

Collect payment on screen

• Create an invoice and take payment › Take payment
• Bill a hospital stay › Take payment
• Bill a boarding stay › Take payment
• Bill a grooming appointment › Send and get paid
• Create an invoice and record payment › Take payment
• Bill a farm client › Take a card payment
• Invoice for shelter services › Take a card payment

Colony location on screen

• Record an intake › The optional sections

Color on screen

• Find or add a patient › Add a new patient

Combined farm-level (Tier 1 + Tier 2) on screen

• Read the antibiotic use report › What the report shows

Combined revenue (net) on screen

• See boarding and grooming revenue together › What's on it

combine owners see

• Merge duplicate owners

Coming up on screen

• See, change or cancel your bookings › What's on the page
• See, change or cancel your bookings › Request statuses
• See, change or cancel your bookings › Cancel a stay or a groom

Communal Cremation on screen

• Record a death in care › Start the record

community cat see

• Record an intake
• Record an intake › Record a new intake
• Record an outcome › Outcome types

comparative cervical test see

• Record disease tests and movement certificates

Compatible on screen

• Record a transfusion › Record a crossmatch

competing applications see

• Process an adoption

Competition on screen

• Issue a health certificate › Record a certificate

complaint see

• Tell us how a visit went

Complaint / dispatch reference on screen

• Record an intake › The optional sections

Complete on screen

• Keep an anesthesia record › Update the plan and key times
• Book and run grooming appointments › Your own schedule

Complete & release on screen

• Book and run grooming appointments › Run the appointment

Completed on screen

• Record a transfusion › Chart a transfusion
• Manage a stallion book › Book a mare
• Build and apply herd-health protocols › See the due dates
• Manage surrender requests › Work the queue

Completed / stopped at (practice local) on screen

• Record a transfusion › Finish or correct a transfusion

Complete or correct a transfusion record on screen

• Record a transfusion › Finish or correct a transfusion

Compliance see

• Change your practice's settings › Update your practice details
• Check state rules and compliance

compliance record see

• View and print your herd records

complication see

• Keep an anesthesia record
• Keep an anesthesia record › Add an event
• Keep an anesthesia record › Update the plan and key times

Complications on screen

• Record a covering and pregnancy checks › Record the foaling

Computed schedule on screen

• Build and apply herd-health protocols › See the due dates

Compute the due date from this animal's latest clean (negative) TB test + the interval (overrides the date field above) on screen

• Record disease tests and movement certificates › Keep the herd TB schedule

concentration see

• Record semen collections

Concern on screen

• Use the animal journal with a foster caregiver › Post to the journal
• Record bottle-baby care › Read the care series

concern flag see

• Record bottle-baby care
• Record bottle-baby care › Record a care entry

Concerning on screen

• Log behavior and assess an animal › Record an observation

Concern level on screen

• Log behavior and assess an animal › Write a summary assessment

Condition / notes on screen

• Record belongings and incidents › Log belongings at drop-off

condolence see

• Record a death in care

Confirm on screen

• Manage a booked appointment › Move an appointment along

confirm an appointment

• Manage a booked appointment
• Confirm an appointment

Confirm and turn on on screen

• Change your password and two-factor sign-in › Turn on two-factor sign-in

Confirm an online booking

• Confirm an online booking

confirm appointment see

• Confirm an online booking
• Book a stay or groom online › Confirm your booking

Confirm arrival on screen

• Record semen collections › Confirm a shipment arrived

Confirmation code see

• Confirm an online booking › Confirm with the code
• Book a stay or groom online
• Book a stay or groom online › Confirm your booking

confirmation email see

• Confirm an online booking

Confirm booking on screen

• Confirm an online booking › Confirm with the code
• Book a stay or groom online › Confirm your booking

Confirmed on screen

• Book a boarding stay › Book a new stay
• Check a guest in and out › Check in
• Check a guest in and out › Cancel a booking or record a no-show
• Manage a stallion book › Book a mare
• See, change or cancel your bookings › Request statuses
• Confirm an appointment › Confirm in the portal

Confirmed by the client on on screen

• Manage a booked appointment › What the screen shows

confirm my stay see

• Confirm an online booking

Confirm new password on screen

• Signing in › Your first sign-in
• Signing in › Forgot your password?
• Reset a forgotten password › Choose a new password
• Change your password and two-factor sign-in › Change your password

Confirm the merge on screen

• Merge duplicate owners › Preview the merge

confirm visit see

• Confirm an appointment

Confirm your appointment on screen

• Confirm an appointment › Confirm from your reminder

Confirm your password on screen

• Set up your portal account › Accept your invitation

Connect card payments

• Connect card payments

Connected and accepting payments on screen

• Connect card payments › Check the connection

Connection status on screen

• Connect card payments › Check the connection

Connect with Stripe on screen

• Connect card payments › Connect Stripe

consent form see

• Record consents and attestations
• Build a treatment-plan estimate
• Review and approve a hospital estimate
• Sign your boarding and grooming agreements
• Sign a form for your horse

Consents & attestations on screen

• Use the patient record › Open the rest of the chart
• Record consents and attestations

Consent signature see

• Create an estimate › Get the owner's signature
• Build a treatment-plan estimate › Get the consent signed
• Register an authorized agent
• Register an authorized agent › See a horse's agents

Consent signature on file on screen

• Record a death in hospital › Fill in the record

Consent this care proceeded under on screen

• Bill a hospital stay › When the bill went over the estimate

consent to treat see

• Record a treatment authorization

consult see

• Request a hospital appointment

consulting contract see

• Set up a herd health contract

Contact on screen

• Find a person › What a person's record shows
• Register an authorized agent › See a horse's agents

Contact (phone or email) on screen

• Register an authorized agent › Register an agent

Contact-Change Requests on screen

• Review contact-change requests
• Review contact-change requests › Find a request

Contact attempts on screen

• Record consents and attestations › Record an emergency-treatment attestation

Contact attempts (running log) on screen

• Handle an overstay or abandoned pet › Keep the notice record

contact details see

• Find a person
• Update your details and contact preferences
• Update your contact details

Contacted on screen

• Review online appointment requests › Open the requests
• Review online appointment requests › Mark a request as contacted
• Handle farm call requests › Review the queue

Contact First on screen

• Book a boarding stay › Emergency information

Contact name on screen

• Manage stables › Add a stable

Contact phone on screen

• Manage stables › Add a stable

Contact support

• Your account and settings › Getting help
• Contact support
• Contact support › Send a message

contact update see

• Review contact-change requests

Context on screen

• Log behavior and assess an animal › Record an observation

Continue Stripe setup on screen

• Connect card payments › Connect Stripe

Continue to admit on screen

• Admit a patient › Find the patient

Continue to payment on screen

• Put adoptable animals and donations on your website › What donors see

continuous infusion see

• Chart treatments and vitals on the flowsheet
• Write treatment orders › Write a new order

Continuous infusions on screen

• Chart treatments and vitals on the flowsheet › Run a continuous infusion

contracts on screen

• Set up farm clients, operations and premises › Open an operation

Contract type on screen

• Set up a herd health contract › Create a contract

Controlled on screen

• Write a prescription › Record a prescription
• Handle refill requests › When you can't approve

Controlled-substance credentials on screen

• Track staff controlled-drug credentials › Add a credential

controlled-substance entries see

• See what a staff member has done

Controlled-substance log entries on screen

• See what a staff member has done › Open someone's activity

Controlled-substance record retention on screen

• Check state rules and compliance › Check your practice's rules

Controlled-substance record retention (years) on screen

• Change your practice's settings › Update your practice details

controlled-substance retention see

• Check state rules and compliance

controlled drug book see

• Log a controlled drug event

Controlled Drug List on screen

• Set up the controlled drug list
• Set up the controlled drug list › Add a stocked drug

controlled medication see

• Look up treatments and medicines used

Controlled medication (not named here) on screen

• Look up treatments and medicines used › What the tables show

controlled product see

• Write treatment orders

controlled substance refill see

• Handle refill requests

controlled substance registration see

• Track staff controlled-drug credentials

controlled substances see

• Set up the controlled drug list

Converted to invoice on screen

• Create an estimate › Turn an approved estimate into an invoice

convert estimate to invoice see

• Create an estimate
• Build a treatment-plan estimate

Convert this estimate to an invoice on screen

• Create an estimate › Turn an approved estimate into an invoice
• Build a treatment-plan estimate › Turn an approved estimate into an invoice

Convert to invoice on screen

• Build a treatment-plan estimate › Turn an approved estimate into an invoice

cooled semen see

• Record semen collections

Copy on screen

• Record consents and attestations › See everything on file

Copy breaks too on screen

• Set up grooming stations and groomer shifts › Copy a week forward

Copy forward on screen

• Set up grooming stations and groomer shifts › Copy a week forward

Copy into the week containing on screen

• Set up grooming stations and groomer shifts › Copy a week forward

Copy link on screen

• Create an invoice and take payment › Take payment
• Bill a hospital stay › Take payment
• Bill a boarding stay › Take payment
• Create an invoice and record payment › Take payment
• Bill a farm client › Take a card payment
• Invoice for shelter services › Take a card payment

copy this week forward see

• Set up grooming stations and groomer shifts
• Set up grooming stations and groomer shifts › Copy a week forward

Core bite record on screen

• Record a grooming incident › Find an incident

Correct / update this incident on screen

• Record a bite incident › Update an incident

Correct a charted row on screen

• Chart treatments and vitals on the flowsheet › Chart a treatment

correct an entry see

• Log a controlled drug event

Correction — add credit back on screen

• Sell and track prepaid credit › Add or remove credit

Correction — remove credit on screen

• Sell and track prepaid credit › Add or remove credit

Correct this entry on screen

• Log a controlled drug event › Correct a mistake

Cost on screen

• Create an estimate › Send, approve or decline
• Build a treatment-plan estimate › Send, approve or decline

cost estimate see

• Create an estimate
• Build a treatment-plan estimate

Couldn't be used on screen

• Send a vaccination record › What's on the page

Could not book: on screen

• Book an appointment › Warnings when you book

Count client cancellations too? on screen

• Set up appointment types and working hours › No-show policy

Count date on screen

• Do a controlled drug count › Record a count

Counted quantity (physical) on screen

• Do a controlled drug count › Record a count

Count history on screen

• Do a controlled drug count › See past counts

Count no-shows from the last (months) on screen

• Set up appointment types and working hours › No-show policy

Count reconciles — zero variance. on screen

• Do a controlled drug count › Read the result

Count recorded — reconciliation result on screen

• Do a controlled drug count › Read the result

Country on screen

• Set up locations and rooms › Add a site
• Change your practice's settings › Update your practice details

Count type on screen

• Do a controlled drug count › Record a count

courier see

• Record semen collections
• Record semen collections › Record a shipment

court case see

• Track legal cases

Court Evidence on screen

• Place and release holds › Hold types
• Track legal cases

court evidence hold see

• Place and release holds

court hold see

• Place and release holds

Court name on screen

• Track legal cases › Open a new legal case

Court Ordered on screen

• Record an outcome › Outcome types

Coverage on screen

• Set up wellness plans › Add benefits to a plan

Coverage type on screen

• Track pet insurance claims › Add a policy
• Track horse insurance policies and claims › Add a policy

covering see

• Record a covering and pregnancy checks
• Record an embryo transfer › Record a flush
• View your breeding records

Covering / breeding date on screen

• Record a covering and pregnancy checks › Record a covering

Coverings on screen

• View your breeding records › What's in it

Coverings, pregnancy checks and foalings on screen

• Print a reproductive history summary › Open the summary

Coverings bred from this collection on screen

• Record semen collections › Open a stallion's collections

Coverings on record on screen

• Record a covering and pregnancy checks › Open a mare's breeding record

Covers on screen

• Sign your boarding and grooming agreements › See what you need to sign

Cow Calf on screen

• Set up farm clients, operations and premises › Add an operation

cow record see

• Track an individual animal

CPR duration (minutes) on screen

• Record a death in hospital › Fill in the record

CPR status see

• Record a patient's code status

CPR was attempted on screen

• Record a death in hospital › Fill in the record

create account see

• Set up your portal account

Create adoption-fee invoice on screen

• Process an adoption › Create an application
• Process an adoption › Finalize the adoption

Create a draft invoice on screen

• Bill a boarding stay › Create a draft invoice
• Bill a grooming appointment › Create a draft invoice
• Invoice for shelter services › Create a draft invoice

Create a farm call on screen

• Schedule a farm call › Create a farm call
• Plan a livestock farm call › Create a farm call

Create a listing on screen

• Publish adoptable listings › Create a listing

Create a lot group on screen

• Manage animal lots › Create a lot

create a medical-aftercare bridge on screen

• Log daily care during a stay
• Log daily care during a stay › When a boarded pet needs medical care

Create an adoption application on screen

• Process an adoption › Create an application

Create anesthesia record on screen

• Keep an anesthesia record › Start a new anesthesia record

Create an estimate

• Create an estimate
• Create an estimate › Create a draft estimate

Create a new cohort on screen

• Track litters and cohorts › Create a cohort

Create a new contract on screen

• Set up a herd health contract › Create a contract

Create a new visit now (ER walk-in — no prior check-in) on screen

• Admit a patient › Fill in the admission

Create an invoice on screen

• Create an invoice and take payment › Create a draft invoice
• Create an invoice and record payment › Create an invoice
• Bill a farm client › Create an invoice

Create an invoice and record payment

• Create an invoice and record payment

Create an invoice and take payment

• Create an invoice and take payment

Create a package on screen

• Set up grooming services and packages › Build a package

Create application on screen

• Process an adoption › Create an application

Create a protocol template on screen

• Build and apply herd-health protocols › Create a protocol template

Create client on screen

• Find or add an owner › Add a new owner
• Find or add an owner › If the owner isn't saved

Create cohort on screen

• Track litters and cohorts › Create a cohort

Create contract on screen

• Set up a herd health contract › Create a contract

Create death record on screen

• Record a death in hospital › Recording a death from a stay that's still admitted

Create death record (sets the stay to Died in care, marks patient deceased) on screen

• Record a death in care › Start the record

Create draft estimate on screen

• Create an estimate › Create a draft estimate
• Build a treatment-plan estimate › Start a new estimate

Create draft invoice on screen

• Create an invoice and take payment › Create a draft invoice
• Bill a boarding stay › Create a draft invoice
• Bill a grooming appointment › Create a draft invoice
• Create an invoice and record payment › Step 2: the payer and the amounts
• Bill a farm client › Create an invoice
• Invoice for shelter services › Create a draft invoice

Create exam on screen

• Record a pre-purchase exam › Start an exam

Create farm call on screen

• Schedule a farm call › Create a farm call
• Plan a livestock farm call › Create a farm call

Create farm client on screen

• Set up farm clients, operations and premises › Add a farm client

Create grooming client on screen

• Manage grooming clients › Add a client

Create group on screen

• Set up an ownership group › Add an ownership group

Create guest owner on screen

• Manage boarding owners and their pets › Add an owner

Create intake on screen

• Record an intake › Record a new intake

Create listing (unpublished draft) on screen

• Publish adoptable listings › Create a listing

Create livestock profile on screen

• Track an individual animal › Create or edit the livestock profile

Create lot group on screen

• Manage animal lots › Create a lot

Create medical-aftercare bridge on screen

• Log daily care during a stay › When a boarded pet needs medical care

Create my account on screen

• Set up your portal account › Accept your invitation

Create note on screen

• Write a SOAP chart › Write the note

Create operation on screen

• Set up farm clients, operations and premises › Add an operation

Create order on screen

• Write treatment orders › Write a new order
• Write treatment orders › Allergy warnings

Create owner on screen

• Find or add a horse owner › Add an owner

Create package on screen

• Set up grooming services and packages › Build a package

Create patient on screen

• Find or add a patient › Add a new patient

Create payment link on screen

• Create an invoice and take payment › Take payment
• Bill a hospital stay › Take payment
• Bill a boarding stay › Take payment
• Bill a grooming appointment › Send and get paid
• Create an invoice and record payment › Take payment
• Bill a farm client › Take a card payment
• Invoice for shelter services › Take a card payment

Create practice on screen

• Manage referring practices and vets › Add a referring practice

Create premises on screen

• Set up farm clients, operations and premises › Add a premises

Create profile on screen

• Track an individual animal › Create or edit the livestock profile

Create protocol on screen

• Build and apply herd-health protocols › Create a protocol template

Create referral on screen

• Take in a new referral › Record a new referral

Create reservation on screen

• Book a boarding stay › Book a new stay
• Book a boarding stay › If the facility looks full

Create stable on screen

• Manage stables › Add a stable

Create staff account on screen

• Add and manage staff › Add a staff member

Create task on screen

• Manage callback tasks › Add a task

Create template on screen

• Set up chart templates › Add a template

Create veterinarian on screen

• Manage referring practices and vets › Add a referring veterinarian

Credential expiry warnings on screen

• Add and manage staff › Add a staff member

Credentials on screen

• Add and manage staff › Add a staff member
• Track staff controlled-drug credentials

Credential type on screen

• Track staff controlled-drug credentials › Add a credential

credit see

• Pay a bill and manage saved cards

Credit & refund notes on screen

• Create an invoice and take payment › Refunds and credits
• Bill a hospital stay › Refunds and credits
• Bill a boarding stay › Refunds and credits on a paid invoice
• Create an invoice and record payment › Refunds and credits
• Bill a farm client › Record a credit or refund made outside Vivetra

Credit (toward a future balance) on screen

• Create an invoice and take payment › Refunds and credits
• Bill a hospital stay › Refunds and credits
• Bill a boarding stay › Refunds and credits on a paid invoice
• Bill a grooming appointment › Correct a paid invoice
• Create an invoice and record payment › Refunds and credits
• Bill a farm client › Record a credit or refund made outside Vivetra

Credit available on screen

• Buy and use prepaid credit › Check your balance

credit balance see

• Sell and track prepaid credit
• Sell and track prepaid credit › Look up a client's credit
• Buy and use prepaid credit

credit card see

• Pay a hospital bill and manage saved cards
• Manage your saved cards

credit history see

• Buy and use prepaid credit

credit ledger see

• Sell and track prepaid credit

credit lot see

• Sell and track prepaid credit

credit note see

• Create an invoice and take payment
• Bill a hospital stay
• Bill a boarding stay
• Bill a grooming appointment
• Create an invoice and record payment
• Bill a farm client
• Invoice for shelter services

credit or refund note see

• Bill a hospital stay

credit packages see

• Sell and track prepaid credit

cremation see

• Record a death in hospital

CRI see

• Chart treatments and vitals on the flowsheet
• Write treatment orders

cross-match see

• Record a transfusion

Cross-owner arrangement notes on screen

• Record an embryo transfer › Record a flush

cross-sell see

• See boarding and grooming revenue together

Cross-sell attribution on screen

• See boarding and grooming revenue together › What's on it

crossmatch see

• Record a transfusion

Crossmatch history on screen

• Record a transfusion › Record a crossmatch

Crossmatch this is based on (optional) on screen

• Record a transfusion › Chart a transfusion

Crossmatch type on screen

• Record a transfusion › Record a crossmatch

cruelty case see

• Track legal cases

cruelty seizure see

• Track litters and cohorts
• Track litters and cohorts › Create a cohort
• Track litters and cohorts › Who can do this

curbside see

• Check in for a visit

curbside check-in see

• Manage a booked appointment

Current on screen

• Record vaccinations and weights › Record a vaccination
• Record a patient's code status › See the current directive
• Find or add a horse owner › Open an owner's record
• Set up an ownership group › See what a group owns
• Work with a horse's record › Ownership shares
• View your pet's health record and vaccine certificate › Vaccination record

Current (0–30 days) on screen

• Run financial reports › Unpaid invoices by age

Current census & stays in progress on screen

• Check census and length of stay › Who's here right now

Current computed balance: on screen

• Log a controlled drug event › Check the running balance

Current directive on screen

• Record a patient's code status › See the current directive

current facility see

• Record an intake
• Record an intake › Move the animal to another site

Current head (computed) on screen

• Manage animal lots › The lot roster

Current housing on screen

• Manage rooms, kennels and cleaning › Assign a unit to a stay
• Check a guest in and out › What's on the page

Current listings on screen

• Publish adoptable listings › Publish or unpublish a listing

Current medications on screen

• View your pet's health record and vaccine certificate › What's in the record

Current monthly total: on screen

• Add or remove modules › Change your modules

Current on file: on screen

• Review contact-change requests › Find a request

Current password on screen

• Your account and settings › Change your password
• Change your password and two-factor sign-in › Switch to a different authenticator

Current plan on screen

• Add or remove modules › Change your modules

Current requirements on screen

• Set vaccine requirements for boarding › Change or remove a requirement
• Set the grooming vaccine policy › Change or remove a requirement

Current rules on screen

• Set online booking rules › Change or remove a rule

Current stable on screen

• Work with a horse's record › Profile

Current staff on screen

• Add and manage staff › Add a staff member

Current state: on screen

• Create an estimate › Get the owner's signature

custody see

• Set up farm clients, operations and premises

custody case see

• Track legal cases

customer see

• Find or add an owner
• Manage boarding owners and their pets
• Find or add a horse owner

cut preference see

• Save your grooming preferences

CVI see

• Issue a health certificate
• Issue a health certificate › Open a horse's certificates
• Record disease tests and movement certificates
• Check Coggins and travel papers

Cycles on screen

• See the breeding season at a glance › Go to a horse's records
• Track a mare's heat cycles › Open a mare's heat cycles

Cycles on record on screen

• Track a mare's heat cycles › Record a heat cycle

Cycle start date on screen

• Track a mare's heat cycles › Record a heat cycle

Cycle unknown — save anyway on screen

• Run a preg check at the chute › Record each animal

Cycling on screen

• Track a mare's heat cycles › Set her reproductive status